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 | $29,067 |
Service code 27 · EIN 37-1707957 | Advisory (Plan) | $19,707 |
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 | $65,770 | $57,354+14.7% | $83,848-21.6% | $64,186+2.5% |
| Participation rate | 94.7% | 68.6%+26.1pp | 76.1%+18.5pp | 69.6%+25.1pp |
| Annual return | -5.52% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $992 | $2,545-61.0% | $3,631-72.7% | $2,381-58.3% |
| Participant deferral / active EE | $8,077 | $2,993+169.9% | $4,082+97.9% | $3,470+132.8% |
| Admin fee / account holder | $460 | $4,046-88.6% | $5,478-91.6% | $4,888-90.6% |