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 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $0 |
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 | $102,927 | $73,638+39.8% | $95,952+7.3% | $73,488+40.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.18% | 16.78%-0.6pp | 91.61%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $9,346 | $1,863+401.6% | $2,541+267.8% | $2,270+311.7% |
| Participant deferral / active EE | $3,352 | $3,617-7.3% | $4,167-19.6% | $3,740-10.4% |
| Admin fee / account holder | $387 | $482-19.6% | $6,795-94.3% | $513-24.5% |