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 17 · EIN 13-5674085 | Pension Consulting | $33,004 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,720 |
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 | $122,461 | $84,556+44.8% | $116,228+5.4% | $74,304+64.8% |
| Participation rate | 93.5% | 66.0%+27.4pp | 74.6%+18.9pp | 60.3%+33.1pp |
| Annual return | 13.77% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,588 | $2,168+19.4% | $2,994-13.6% | $2,241+15.5% |
| Participant deferral / active EE | $6,368 | $3,814+67.0% | $4,953+28.6% | $3,767+69.0% |
| Admin fee / account holder | $489 | $3,792-87.1% | $11,989-95.9% | $2,969-83.5% |