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 | $40,577 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,771 | $136,307-12.1% | $177,821-32.6% | $73,488+63.0% |
| Participation rate | 98.2% | 86.1%+12.1pp | 87.7%+10.5pp | 70.7%+27.6pp |
| Annual return | 22.17% | 18.68%+3.5pp | 48.32%-26.2pp | 28.51%-6.3pp |
| Employer contribution / active EE | $2,084 | $3,712-43.9% | $5,918-64.8% | $2,270-8.2% |
| Participant deferral / active EE | $7,270 | $5,829+24.7% | $7,714-5.8% | $3,740+94.4% |
| Admin fee / account holder | $320 | $596-46.4% | $12,427-97.4% | $513-37.7% |