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 15 · EIN 13-3689044 | Recordkeeping | $72,289 |
OSAIC WEALTH INC1 year Service code 22 · EIN 93-0987232 | Insurance Broker | $48,226 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,050 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,054 | $59,417+41.5% | $93,606-10.2% | $74,495+12.8% |
| Participation rate | 71.8% | 59.7%+12.1pp | 68.7%+3.0pp | 67.2%+4.6pp |
| Annual return | 12.98% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $915 | $1,264-27.6% | $2,420-62.2% | $2,623-65.1% |
| Participant deferral / active EE | $4,326 | $3,050+41.8% | $4,411-1.9% | $4,346-0.5% |
| Admin fee / account holder | $423 | $3,021-86.0% | $8,285-94.9% | $1,942-78.2% |