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 | $87,240 |
Service code 27 · EIN 20-5908296 | Advisory (Plan) | $51,510 |
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 | $74,394 | $80,724-7.8% | $103,333-28.0% | $74,495-0.1% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 13.44% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,331 | $3,157+37.2% | $3,868+12.0% | $2,623+65.1% |
| Participant deferral / active EE | $6,378 | $3,860+65.2% | $5,057+26.1% | $4,346+46.8% |
| Admin fee / account holder | $438 | $2,368-81.5% | $8,355-94.8% | $1,942-77.4% |