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 | $113,548 |
GOOD LIFE ADVISORS, LLC6 years Service code 27 · EIN 47-1058535 | Advisory (Plan) | $39,371 |
Filed as: LUTZ, SELIG AND ZERONDA Service code 10 · EIN 14-1745230 | Accounting | $15,950 |
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 | $76,198 | $101,317-24.8% | $146,958-48.1% | $74,495+2.3% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 13.90% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $959 | $3,810-74.8% | $4,933-80.6% | $2,623-63.4% |
| Participant deferral / active EE | $6,180 | $7,303-15.4% | $8,070-23.4% | $4,346+42.2% |
| Admin fee / account holder | $437 | $1,739-74.8% | $12,998-96.6% | $1,942-77.5% |