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 9-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 | $60,787 |
Service code 49 · EIN 41-0973005 | Other Services | $25,284 |
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 | $54,081 | $65,061-16.9% | $143,757-62.4% | $66,914-19.2% |
| Participation rate | 74.6% | 65.2%+9.4pp | 80.3%-5.7pp | 69.8%+4.8pp |
| Annual return | -17.11% | -11.14%-6.0pp | -0.04%-17.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $1,485 | $2,361-37.1% | $4,951-70.0% | $2,544-41.6% |
| Participant deferral / active EE | $3,193 | $2,919+9.4% | $5,637-43.4% | $4,237-24.6% |
| Admin fee / account holder | $454 | $502-9.6% | $14,673-96.9% | $593-23.5% |