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 | $66,538 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,110 |
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 | $111,261 | $81,908+35.8% | $90,749+22.6% | $64,808+71.7% |
| Participation rate | 89.7% | 80.5%+9.2pp | 75.7%+14.0pp | 71.5%+18.2pp |
| Annual return | -12.26% | -12.53%+0.3pp | -12.16%-0.1pp | 32.82%-45.1pp |
| Employer contribution / active EE | $6,064 | $3,065+97.8% | $2,921+107.6% | $2,506+142.0% |
| Participant deferral / active EE | $5,938 | $4,840+22.7% | $4,564+30.1% | $4,310+37.8% |
| Admin fee / account holder | $413 | $157+163.0% | $8,445-95.1% | $188+120.1% |