See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,157 | $91,407+80.7% | $135,903+21.5% | $71,457+131.1% |
| Participation rate | 85.9% | 75.7%+10.2pp | 81.9%+4.0pp | 67.9%+18.0pp |
| Annual return | 18.44% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,301 | $3,703+16.1% | $4,856-11.4% | $2,588+66.2% |
| Participant deferral / active EE | $7,265 | $7,092+2.4% | $7,758-6.4% | $4,289+69.4% |
| Admin fee / account holder | $515 | $1,266-59.3% | $10,762-95.2% | $1,587-67.6% |