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 |
|---|---|---|
STEVENS & LEE1 year Filed as: STEVEN & LEE Service code 29 · EIN 23-1886296 | Legal | $248,299 |
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $102,064 |
KOBAYASHI & COMPANY1 year Service code 10 · EIN 95-4297925 | Accounting | $23,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,753 | $164,864+121.2% | $453,369-19.5% | $93,030+292.1% |
| Participation rate | 67.6% | 84.2%-16.7pp | 78.0%-10.4pp | 73.9%-6.4pp |
| Annual return | 99.12% | 17.89%+81.2pp | 64.40%+34.7pp | 158.70%-59.6pp |
| Employer contribution / active EE | $2,027 | $3,519-42.4% | $4,070-50.2% | $2,706-25.1% |
| Participant deferral / active EE | $4,668 | $5,690-18.0% | $6,209-24.8% | $4,562+2.3% |
| Admin fee / account holder | $197 | $104+88.8% | $11,209-98.2% | $152+29.7% |