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 | $42,484 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,776 |
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 | $89,458 | $73,638+21.5% | $95,952-6.8% | $73,488+21.7% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 13.76% | 16.78%-3.0pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $3,751 | $1,863+101.3% | $2,541+47.6% | $2,270+65.2% |
| Participant deferral / active EE | $5,822 | $3,617+61.0% | $4,167+39.7% | $3,740+55.7% |
| Admin fee / account holder | $312 | $482-35.2% | $6,795-95.4% | $513-39.1% |