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 42-0127290 | Contract Administrator | $88,020 |
GOOD LIFE ADVISORS, LLC3 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $30,859 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,847 | $104,475-32.2% | $159,436-55.6% | $79,386-10.8% |
| Participation rate | 98.6% | 76.6%+22.0pp | 82.8%+15.8pp | 70.7%+27.9pp |
| Annual return | 14.59% | 67.95%-53.4pp | 263.57%-249.0pp | 116.85%-102.3pp |
| Employer contribution / active EE | $863 | $3,417-74.8% | $4,829-82.1% | $2,427-64.5% |
| Participant deferral / active EE | $5,317 | $6,467-17.8% | $7,352-27.7% | $4,046+31.4% |
| Admin fee / account holder | $342 | $711-51.8% | $10,799-96.8% | $626-45.3% |