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 |
|---|---|---|
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $706,918 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,148 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,821 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $754,634 | $67,598+1016.3% | $75,886+894.4% | $77,787+870.1% |
| Participation rate | 98.3% | 69.6%+28.7pp | 69.3%+29.0pp | 73.2%+25.1pp |
| Annual return | 21.69% | 23.18%-1.5pp | 30.76%-9.1pp | 32.57%-10.9pp |
| Employer contribution / active EE | $35,365 | $2,430+1355.5% | $2,500+1314.4% | $2,504+1312.1% |
| Participant deferral / active EE | $1,146 | $3,502-67.3% | $3,603-68.2% | $3,967-71.1% |
| Admin fee / account holder | $374 | $96+288.6% | $5,418-93.1% | $100+274.1% |