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 | $139,846 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $106,456 |
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 | $123,870 | $88,890+39.4% | $102,423+20.9% | $77,643+59.5% |
| Participation rate | 93.3% | 80.9%+12.4pp | 76.5%+16.8pp | 70.6%+22.7pp |
| Annual return | 14.23% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,336 | $2,698+97.8% | $3,023+76.5% | $2,726+95.8% |
| Participant deferral / active EE | $8,397 | $5,145+63.2% | $5,053+66.2% | $4,647+80.7% |
| Admin fee / account holder | $318 | $235+35.2% | $9,451-96.6% | $430-26.1% |