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 |
|---|---|---|
SANDERSON WEALTH MANAGEMENT2+ years Service code 16 · EIN 16-1605380 | Consulting | $51,551 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
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 | $103,021 | $64,909+58.7% | $82,313+25.2% | $62,292+65.4% |
| Participation rate | 98.0% | 74.9%+23.2pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 9.62% | 21.18%-11.6pp | 25.88%-16.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $1,955 | $1,676+16.6% | $2,428-19.5% | $2,042-4.3% |
| Participant deferral / active EE | $5,246 | $3,103+69.0% | $3,706+41.6% | $3,169+65.5% |
| Admin fee / account holder | $381 | $440-13.4% | $5,608-93.2% | $479-20.6% |