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 |
|---|---|---|
CURI WEALTH MANAGEMENT LLC3 years Service code 27 · EIN 84-1945910 | Advisory (Plan) | $56,647 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,748 |
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 | $76,617 | $37,393+104.9% | $77,024-0.5% | $66,914+14.5% |
| Participation rate | 95.7% | 52.9%+42.8pp | 67.9%+27.8pp | 69.8%+25.9pp |
| Annual return | -18.11% | -3.29%-14.8pp | 42.32%-60.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,098 | $1,531+37.0% | $2,812-25.4% | $2,544-17.6% |
| Participant deferral / active EE | $9,825 | $2,617+275.4% | $4,426+122.0% | $4,237+131.9% |
| Admin fee / account holder | $338 | $567-40.3% | $5,425-93.8% | $593-43.0% |