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 37 · EIN 04-2647786 | Loan Processing | $32,404 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $28,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,601 | $93,182-56.4% | $146,665-72.3% | $79,386-48.9% |
| Participation rate | 92.3% | 76.4%+15.9pp | 80.1%+12.2pp | 70.7%+21.6pp |
| Annual return | 21.07% | 21.61%-0.5pp | 22.74%-1.7pp | 116.85%-95.8pp |
| Employer contribution / active EE | $4,288 | $2,420+77.2% | $4,136+3.7% | $2,427+76.6% |
| Participant deferral / active EE | $8,100 | $4,169+94.3% | $5,506+47.1% | $4,046+100.2% |
| Admin fee / account holder | $302 | $585-48.3% | $10,280-97.1% | $626-51.7% |