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 7-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 | $0 |
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 | $48,614 | $65,041-25.3% | $90,951-46.5% | $79,858-39.1% |
| Participation rate | 86.6% | 61.6%+25.0pp | 69.0%+17.6pp | 69.6%+17.0pp |
| Annual return | 15.58% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $778 | $1,247-37.6% | $2,122-63.4% | $2,471-68.5% |
| Participant deferral / active EE | $4,067 | $2,512+61.9% | $3,373+20.6% | $3,740+8.7% |
| Admin fee / account holder | $351 | $4,536-92.3% | $5,959-94.1% | $5,306-93.4% |