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 3-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 | $93,016 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $48,637 |
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 | $107,423 | $59,584+80.3% | $86,874+23.7% | $79,386+35.3% |
| Participation rate | 92.1% | 67.7%+24.5pp | 71.6%+20.5pp | 70.7%+21.4pp |
| Annual return | 13.70% | 23.15%-9.4pp | 63.52%-49.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,400 | $1,768+35.8% | $2,495-3.8% | $2,427-1.1% |
| Participant deferral / active EE | $4,657 | $3,036+53.4% | $3,699+25.9% | $4,046+15.1% |
| Admin fee / account holder | $495 | $604-18.1% | $5,828-91.5% | $626-21.0% |