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 | $61,268 |
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 | $85,833 | $110,094-22.0% | $151,611-43.4% | $68,494+25.3% |
| Participation rate | 93.3% | 84.0%+9.3pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -15.84% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,764 | $4,471-60.5% | $6,166-71.4% | $2,596-32.1% |
| Participant deferral / active EE | $3,802 | $6,527-41.8% | $8,363-54.5% | $4,027-5.6% |
| Admin fee / account holder | $417 | $7,719-94.6% | $11,616-96.4% | $5,403-92.3% |