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 17 · EIN 13-5674085 | Pension Consulting | $65,252 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,889 | $93,131+35.2% | $106,548+18.2% | $86,799+45.0% |
| Participation rate | 86.1% | 81.4%+4.7pp | 76.1%+10.0pp | 72.3%+13.8pp |
| Annual return | 12.19% | 19.45%-7.3pp | 26.80%-14.6pp | 97.91%-85.7pp |
| Employer contribution / active EE | $5,773 | $2,895+99.4% | $2,819+104.8% | $2,405+140.0% |
| Participant deferral / active EE | $5,734 | $4,708+21.8% | $4,398+30.4% | $4,131+38.8% |
| Admin fee / account holder | $422 | $145+190.7% | $7,407-94.3% | $170+148.7% |