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 | $68,721 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,643 |
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 | $184,060 | $102,382+79.8% | $147,005+25.2% | $80,874+127.6% |
| Participation rate | 94.4% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 13.45% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $2,318 | $3,715-37.6% | $4,934-53.0% | $2,756-15.9% |
| Participant deferral / active EE | $11,783 | $6,646+77.3% | $8,070+46.0% | $4,297+174.2% |
| Admin fee / account holder | $701 | $7,942-91.2% | $13,006-94.6% | $6,935-89.9% |