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 27 · EIN 71-0294708 | Advisory (Plan) | $62,715 |
Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $45,978 |
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 | $80,746 | $59,263+36.3% | $96,562-16.4% | $79,386+1.7% |
| Participation rate | 90.8% | 61.9%+28.9pp | 69.8%+21.0pp | 70.7%+20.1pp |
| Annual return | 13.25% | 27.07%-13.8pp | 37.78%-24.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $666 | $1,216-45.2% | $2,356-71.7% | $2,427-72.6% |
| Participant deferral / active EE | $3,901 | $2,948+32.3% | $3,849+1.3% | $4,046-3.6% |
| Admin fee / account holder | $410 | $658-37.7% | $6,181-93.4% | $626-34.6% |