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 | $53,056 |
HKMP3 years Service code 10 · EIN 13-4008185 | Accounting | $38,498 |
ADVISER INVESTMENTS2 years Filed as: ADVISOR INVESTMENTS LLC Service code 27 · EIN 27-4946566 | Advisory (Plan) | $35,895 |
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).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,402 | $88,083+73.0% | $164,813-7.5% | $74,495+104.6% |
| Participation rate | 93.4% | 73.0%+20.4pp | 78.6%+14.8pp | 67.2%+26.2pp |
| Annual return | 11.72% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $4,214 | $2,593+62.5% | $4,341-2.9% | $2,623+60.7% |
| Participant deferral / active EE | $6,722 | $4,498+49.4% | $6,031+11.4% | $4,346+54.7% |
| Admin fee / account holder | $455 | $2,234-79.6% | $12,690-96.4% | $1,942-76.6% |