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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $108,040 |
WISS & COMPANY, LLP1 year Service code 10 · EIN 22-1732349 | Accounting | $18,312 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $302,084 | $58,726+414.4% | $92,233+227.5% | $62,292+384.9% |
| Participation rate | 99.4% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+29.9pp |
| Annual return | 17.72% | 43.62%-25.9pp | 176.28%-158.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $3,544 | $2,392+48.2% | $3,679-3.7% | $2,042+73.5% |
| Participant deferral / active EE | $9,310 | $2,766+236.6% | $3,897+138.9% | $3,169+193.8% |
| Admin fee / account holder | $540 | $556-3.0% | $5,194-89.6% | $479+12.7% |