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 15 · EIN 01-0233346 | Recordkeeping | $83,971 |
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 | $79,825 | $48,750+63.7% | $88,946-10.3% | $74,304+7.4% |
| Participation rate | 91.6% | 44.5%+47.1pp | 68.8%+22.7pp | 60.3%+31.2pp |
| Annual return | 16.72% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $4,602 | $1,255+266.7% | $2,555+80.1% | $2,241+105.3% |
| Participant deferral / active EE | $6,045 | $2,423+149.5% | $4,581+32.0% | $3,767+60.5% |
| Admin fee / account holder | $345 | $3,756-90.8% | $8,261-95.8% | $2,969-88.4% |