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 | $64,563 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $446,456 | $79,171+463.9% | $102,423+335.9% | $74,495+499.3% |
| Participation rate | 78.7% | 74.8%+3.9pp | 76.5%+2.2pp | 67.2%+11.5pp |
| Annual return | 14.93% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,493 | $2,362+90.2% | $3,023+48.6% | $2,623+71.3% |
| Participant deferral / active EE | $5,608 | $4,415+27.0% | $5,053+11.0% | $4,346+29.1% |
| Admin fee / account holder | $445 | $2,001-77.7% | $9,451-95.3% | $1,942-77.1% |