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 13-3689044 | Investment management; Finders' fees ... | $168,521 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $80,058 |
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 | $89,038 | $35,485+150.9% | $74,550+19.4% | $55,725+59.8% |
| Participation rate | 94.7% | 62.5%+32.1pp | 69.1%+25.5pp | 70.9%+23.8pp |
| Annual return | -4.18% | 0.72%-4.9pp | 32.53%-36.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,417 | $777+82.3% | $1,961-27.7% | $2,078-31.8% |
| Participant deferral / active EE | $6,857 | $2,181+214.4% | $3,108+120.6% | $3,356+104.3% |
| Admin fee / account holder | $485 | $114+323.8% | $5,060-90.4% | $115+320.7% |