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 37 · EIN 04-2647786 | Loan Processing | $43,084 |
CL WEALTH MANAGEMENT LLC6 years Service code 27 · EIN 06-1748234 | Advisory (Plan) | $32,062 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,442 |
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 | $103,322 | $79,013+30.8% | $100,391+2.9% | $74,495+38.7% |
| Participation rate | 92.6% | 79.5%+13.2pp | 81.5%+11.2pp | 67.2%+25.4pp |
| Annual return | 16.90% | 20.41%-3.5pp | 49.20%-32.3pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $3,885 | $3,021+28.6% | $3,942-1.4% | $2,623+48.1% |
| Participant deferral / active EE | $15,154 | $7,760+95.3% | $8,082+87.5% | $4,346+248.7% |
| Admin fee / account holder | $328 | $1,320-75.2% | $7,899-95.9% | $1,942-83.1% |