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 62-1291257 | Contract Administrator | $62,117 |
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 | $101,736 | $55,472+83.4% | $155,567-34.6% | $74,546+36.5% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 12.42% | 268.72%-256.3pp | 64.74%-52.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $2,019 | $2,269-11.0% | $4,674-56.8% | $2,624-23.1% |
| Participant deferral / active EE | $3,236 | $2,838+14.0% | $5,628-42.5% | $4,347-25.6% |
| Admin fee / account holder | $396 | $1,743-77.3% | $15,916-97.5% | $1,944-79.6% |