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... | $151,718 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,582 | $64,119+334.5% | $112,228+148.2% | $66,914+316.3% |
| Participation rate | 96.0% | 68.5%+27.6pp | 75.1%+21.0pp | 69.8%+26.2pp |
| Annual return | -16.52% | -13.81%-2.7pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,009 | $3,005+33.4% | $3,635+10.3% | $2,544+57.6% |
| Participant deferral / active EE | $11,693 | $3,693+216.6% | $4,728+147.3% | $4,237+176.0% |
| Admin fee / account holder | $518 | $625-17.2% | $6,410-91.9% | $593-12.7% |