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 27 · EIN 81-5028704 | Advisory (Plan) | $108,989 |
MUN CPAS3 years Service code 10 · EIN 20-0276349 | Accounting | $12,150 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,479 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,074 | $61,058-31.1% | $71,209-40.9% | $85,563-50.8% |
| Participation rate | 64.9% | 58.6%+6.3pp | 73.8%-8.9pp | 66.0%-1.1pp |
| Annual return | 18.02% | 100.41%-82.4pp | 282.51%-264.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $672 | $2,199-69.4% | $2,721-75.3% | $2,654-74.7% |
| Participant deferral / active EE | $3,741 | $3,173+17.9% | $4,175-10.4% | $4,375-14.5% |
| Admin fee / account holder | $391 | $855-54.3% | $5,349-92.7% | $834-53.2% |