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 15 · EIN 13-3689044 | Recordkeeping | $57,137 |
SOUND SHORE3 years Filed as: SOUND FINANCIAL GROUP Service code 27 · EIN 37-1781244 | Advisory (Plan) | $29,712 |
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 | $56,506 | $132,049-57.2% | $200,582-71.8% | $74,304-24.0% |
| Participation rate | 94.9% | 84.1%+10.9pp | 86.9%+8.0pp | 60.3%+34.6pp |
| Annual return | 14.07% | 22.22%-8.1pp | 42.33%-28.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,826 | $4,558-59.9% | $6,419-71.6% | $2,241-18.5% |
| Participant deferral / active EE | $5,864 | $7,213-18.7% | $9,331-37.2% | $3,767+55.7% |
| Admin fee / account holder | $439 | $2,405-81.8% | $16,305-97.3% | $2,969-85.2% |