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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $79,225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,613 | $71,516-32.0% | $98,439-50.6% | $71,457-32.0% |
| Participation rate | 93.3% | 72.7%+20.6pp | 75.2%+18.1pp | 67.9%+25.3pp |
| Annual return | 14.33% | 32.41%-18.1pp | 21.16%-6.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $2,060 | $2,399-14.1% | $3,048-32.4% | $2,588-20.4% |
| Participant deferral / active EE | $4,842 | $4,109+17.9% | $4,738+2.2% | $4,289+12.9% |
| Admin fee / account holder | $346 | $1,675-79.3% | $8,948-96.1% | $1,587-78.2% |