Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 10 · EIN 41-1921960 | Accounting | $39,390 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $37,006 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,247 | $84,685-5.2% | $142,942-43.9% | $67,986+18.0% |
| Participation rate | 98.5% | 61.4%+37.1pp | 76.8%+21.7pp | 57.2%+41.3pp |
| Annual return | 14.70% | 35.89%-21.2pp | 113.70%-99.0pp | 31.67%-17.0pp |
| Employer contribution / active EE | $3,552 | $2,263+56.9% | $4,139-14.2% | $2,019+75.9% |
| Participant deferral / active EE | $4,413 | $3,832+15.2% | $7,128-38.1% | $3,358+31.4% |
| Admin fee / account holder | $420 | $3,229-87.0% | $12,475-96.6% | $3,203-86.9% |