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 | $45,889 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,323 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,905 | $65,376+19.2% | $87,100-10.6% | $65,185+19.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 21.24% | 31.27%-10.0pp | 28.19%-7.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,861 | $1,822+111.8% | $2,521+53.1% | $2,177+77.4% |
| Participant deferral / active EE | $5,679 | $3,388+67.6% | $4,049+40.3% | $3,514+61.6% |
| Admin fee / account holder | $322 | $520-38.1% | $7,497-95.7% | $847-62.0% |