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 | $47,916 |
Filed as: ARGI INVESTMENT SERVICES Service code 16 · EIN 27-1003080 | Consulting | $26,100 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,501 | $69,362+460.1% | $101,248+283.7% | $73,488+428.7% |
| Participation rate | 98.3% | 68.4%+29.9pp | 75.8%+22.4pp | 70.7%+27.6pp |
| Annual return | 17.25% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $8,287 | $2,628+215.3% | $3,660+126.5% | $2,270+265.0% |
| Participant deferral / active EE | $9,977 | $3,300+202.3% | $4,370+128.3% | $3,740+166.8% |
| Admin fee / account holder | $376 | $704-46.6% | $5,945-93.7% | $513-26.8% |