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 15 · EIN 01-0233346 | Recordkeeping | $19,187 |
LEGACY ADVISORS LLC8 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $11,031 |
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 | $53,879 | $71,050-24.2% | $93,606-42.4% | $80,856-33.4% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.6%+16.2pp |
| Annual return | 10.55% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,096 | $1,564-29.9% | $2,420-54.7% | $2,755-60.2% |
| Participant deferral / active EE | $5,482 | $4,034+35.9% | $4,411+24.3% | $4,296+27.6% |
| Admin fee / account holder | $780 | $6,945-88.8% | $8,285-90.6% | $6,918-88.7% |