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 4-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 17 · EIN 13-5674085 | Pension Consulting | $38,199 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,292 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $8,104 |
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 | $67,450 | $79,013-14.6% | $100,391-32.8% | $74,495-9.5% |
| Participation rate | 97.4% | 79.5%+17.9pp | 81.5%+15.9pp | 67.2%+30.2pp |
| Annual return | 17.70% | 20.41%-2.7pp | 49.20%-31.5pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,370 | $3,021+44.6% | $3,942+10.9% | $2,623+66.6% |
| Participant deferral / active EE | $17,145 | $7,760+120.9% | $8,082+112.1% | $4,346+294.5% |
| Admin fee / account holder | $395 | $1,320-70.1% | $7,899-95.0% | $1,942-79.7% |