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 12 · EIN 62-1291257 | Claims processing; Trustee (discretio... | $52,115 |
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 | $67,729 | $61,272+10.5% | $149,673-54.7% | $71,457-5.2% |
| Participation rate | 80.5% | 62.5%+18.0pp | 78.8%+1.7pp | 67.9%+12.5pp |
| Annual return | 18.26% | 35.85%-17.6pp | 134.42%-116.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,441 | $2,378-39.4% | $4,818-70.1% | $2,588-44.3% |
| Participant deferral / active EE | $3,189 | $2,917+9.3% | $5,680-43.9% | $4,289-25.7% |
| Admin fee / account holder | $364 | $1,261-71.1% | $13,210-97.2% | $1,587-77.0% |