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 | $142,424-59.5% | $100,534-42.7% | $74,304-22.5% |
| Participation rate | 95.9% | 79.6%+16.4pp | 80.6%+15.3pp | 60.3%+35.6pp |
| Annual return | 18.77% | 27.53%-8.8pp | 32.66%-13.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $3,157 | $5,555-43.2% | $4,346-27.4% | $2,241+40.9% |
| Participant deferral / active EE | $8,063 | $8,247-2.2% | $6,144+31.2% | $3,767+114.0% |
| Admin fee / account holder | $308 | $1,986-84.5% | $7,654-96.0% | $2,969-89.6% |