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 | $94,581 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $52,170 |
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 | $94,132 | $100,923-6.7% | $150,045-37.3% | $74,304+26.7% |
| Participation rate | 91.5% | 70.1%+21.4pp | 82.3%+9.1pp | 60.3%+31.1pp |
| Annual return | 16.05% | 51.77%-35.7pp | 62.55%-46.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,284 | $3,463-34.1% | $4,693-51.3% | $2,241+1.9% |
| Participant deferral / active EE | $9,294 | $6,709+38.5% | $7,997+16.2% | $3,767+146.7% |
| Admin fee / account holder | $670 | $2,767-75.8% | $13,435-95.0% | $2,969-77.4% |