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 | $40,985 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,731 |
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 | $57,619 | $135,961-57.6% | $96,707-40.4% | $67,986-15.2% |
| Participation rate | 95.9% | 76.3%+19.7pp | 80.4%+15.6pp | 57.2%+38.7pp |
| Annual return | 18.77% | 31.14%-12.4pp | 34.78%-16.0pp | 31.67%-12.9pp |
| Employer contribution / active EE | $3,157 | $5,011-37.0% | $4,191-24.7% | $2,019+56.4% |
| Participant deferral / active EE | $8,063 | $7,360+9.5% | $5,997+34.5% | $3,358+140.1% |
| Admin fee / account holder | $308 | $2,370-87.0% | $7,503-95.9% | $3,203-90.4% |