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 17 · EIN 13-5674085 | Pension Consulting | $86,024 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,971 |
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 | $76,344 | $60,261+26.7% | $81,783-6.7% | $74,546+2.4% |
| Participation rate | 96.9% | 62.9%+34.0pp | 72.4%+24.5pp | 67.2%+29.7pp |
| Annual return | 13.97% | 16.88%-2.9pp | 775.05%-761.1pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $8,343 | $2,622+218.2% | $2,913+186.4% | $2,624+217.9% |
| Participant deferral / active EE | $6,741 | $3,388+99.0% | $4,320+56.0% | $4,347+55.1% |
| Admin fee / account holder | $483 | $1,482-67.4% | $7,380-93.5% | $1,944-75.1% |