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 | $42,841 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,975 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $15,996 |
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 | $172,474 | $71,883+139.9% | $86,677+99.0% | $68,494+151.8% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+19.0pp |
| Annual return | -12.11% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,534 | $2,173+62.6% | $2,836+24.6% | $2,596+36.1% |
| Participant deferral / active EE | $7,767 | $3,779+105.6% | $4,656+66.8% | $4,027+92.9% |
| Admin fee / account holder | $1,082 | $6,112-82.3% | $7,493-85.6% | $5,403-80.0% |