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 | $55,335 |
ADVISER INVESTMENTS3 years Filed as: ADVISOR INVESTMENTS LLC Service code 27 · EIN 27-4946566 | Advisory (Plan) | $35,080 |
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 | $172,215 | $96,484+78.5% | $156,263+10.2% | $74,304+131.8% |
| Participation rate | 93.2% | 67.7%+25.6pp | 78.9%+14.3pp | 60.3%+32.9pp |
| Annual return | 16.01% | 17.73%-1.7pp | 59.47%-43.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,113 | $2,528+102.2% | $4,333+18.0% | $2,241+128.1% |
| Participant deferral / active EE | $7,469 | $4,286+74.3% | $6,158+21.3% | $3,767+98.3% |
| Admin fee / account holder | $335 | $3,728-91.0% | $14,255-97.7% | $2,969-88.7% |