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 26 · EIN 04-2675571 | Advisory (Participants) | $33,456 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,858 | $79,428+37.1% | $106,548+2.2% | $79,386+37.1% |
| Participation rate | 68.1% | 74.1%-6.0pp | 76.1%-8.0pp | 70.7%-2.6pp |
| Annual return | 16.07% | 18.27%-2.2pp | 26.80%-10.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,784 | $2,234-20.1% | $2,819-36.7% | $2,427-26.5% |
| Participant deferral / active EE | $5,470 | $3,823+43.1% | $4,398+24.4% | $4,046+35.2% |
| Admin fee / account holder | $488 | $523-6.7% | $7,407-93.4% | $626-22.1% |