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 | $66,358 |
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 | $189,248 | $101,317+86.8% | $146,958+28.8% | $74,495+154.0% |
| Participation rate | 93.9% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 16.30% | 8730.91%-8714.6pp | 418.34%-402.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,736 | $3,810-2.0% | $4,933-24.3% | $2,623+42.4% |
| Participant deferral / active EE | $8,219 | $7,303+12.5% | $8,070+1.8% | $4,346+89.1% |
| Admin fee / account holder | $418 | $1,739-75.9% | $12,998-96.8% | $1,942-78.5% |