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 | $68,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,164 | $130,194+74.5% | $169,993+33.6% | $71,457+217.9% |
| Participation rate | 84.2% | 86.1%-1.9pp | 87.0%-2.8pp | 67.9%+16.3pp |
| Annual return | 14.07% | 20.37%-6.3pp | 53.37%-39.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $10,654 | $4,381+143.2% | $6,785+57.0% | $2,588+311.7% |
| Participant deferral / active EE | $4,102 | $6,923-40.7% | $10,408-60.6% | $4,289-4.4% |
| Admin fee / account holder | $524 | $966-45.8% | $12,815-95.9% | $1,587-67.0% |