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 | $80,705+51.7% | $115,768+5.8% | $67,986+80.1% |
| Participation rate | 93.5% | 63.0%+30.5pp | 74.4%+19.1pp | 57.2%+36.3pp |
| Annual return | 13.77% | 18.49%-4.7pp | 100.46%-86.7pp | 31.67%-17.9pp |
| Employer contribution / active EE | $2,588 | $2,046+26.5% | $2,940-12.0% | $2,019+28.2% |
| Participant deferral / active EE | $6,368 | $3,559+78.9% | $4,917+29.5% | $3,358+89.6% |
| Admin fee / account holder | $489 | $4,135-88.2% | $12,439-96.1% | $3,203-84.7% |