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 7-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 13 · EIN 06-1050034 | Contract Administrator | $18,882 |
INSTITUTIONAL INVESTMENT COUNSEL4+ years Service code 16 · EIN 81-0635433 | Consulting | $10,000 |
Filed as: STEPHEN C HIMEL - CERTIFIED PUBLIC Service code 10 · EIN 20-8410792 | Accounting | $8,750 |
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 | $131,234 | $60,776+115.9% | $85,682+53.2% | $79,386+65.3% |
| Participation rate | 89.1% | 62.1%+27.0pp | 69.9%+19.3pp | 70.7%+18.4pp |
| Annual return | 12.11% | 16.57%-4.5pp | 21.49%-9.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $7,017 | $1,663+321.9% | $2,618+168.0% | $2,427+189.1% |
| Participant deferral / active EE | $8,799 | $2,919+201.5% | $3,923+124.3% | $4,046+117.5% |
| Admin fee / account holder | $333 | $438-24.1% | $6,873-95.2% | $626-46.9% |