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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $67,239 |
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 | $102,442 | $137,414-25.4% | $189,513-45.9% | $85,850+19.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 87.8%+3.9pp | 69.3%+22.4pp |
| Annual return | 13.92% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,495 | $4,344-65.6% | $6,162-75.7% | $2,565-41.7% |
| Participant deferral / active EE | $3,376 | $6,260-46.1% | $8,221-58.9% | $3,952-14.6% |
| Admin fee / account holder | $445 | $8,630-94.8% | $12,045-96.3% | $6,260-92.9% |