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 | Claims processing; Participant commun... | $69,667 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,920 | $79,523-24.7% | $140,016-57.2% | $56,287+6.5% |
| Participation rate | 77.3% | 85.7%-8.4pp | 87.5%-10.2pp | 69.9%+7.4pp |
| Annual return | -6.39% | 2.39%-8.8pp | 651.12%-657.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $416 | $3,350-87.6% | $5,606-92.6% | $2,111-80.3% |
| Participant deferral / active EE | $3,544 | $5,129-30.9% | $6,927-48.8% | $3,350+5.8% |
| Admin fee / account holder | $444 | $614-27.8% | $10,705-95.9% | $521-14.8% |