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 13 · EIN 06-1050034 | Contract Administrator | $80,910 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $25,000 |
GRANT THORNTON LLP3+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $12,600 |
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 | $49,430 | $155,795-68.3% | $136,294-63.7% | $69,631-29.0% |
| Participation rate | 90.6% | 75.2%+15.4pp | 81.9%+8.7pp | 70.7%+20.0pp |
| Annual return | 19.58% | 232464.33%-232444.8pp | 5155.94%-5136.4pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,289 | $2,991-56.9% | $4,695-72.6% | $2,032-36.6% |
| Participant deferral / active EE | $4,598 | $5,394-14.8% | $6,247-26.4% | $3,224+42.6% |
| Admin fee / account holder | $327 | $128+155.0% | $9,243-96.5% | $110+196.1% |