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 | $48,056 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 16 · EIN 35-2467663 | Consulting | $31,622 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,971 | $80,724+274.1% | $103,333+192.2% | $74,495+305.4% |
| Participation rate | 97.8% | 65.7%+32.2pp | 74.5%+23.3pp | 67.2%+30.6pp |
| Annual return | 15.82% | 27.56%-11.7pp | 24.88%-9.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $11,368 | $3,157+260.1% | $3,868+193.9% | $2,623+333.4% |
| Participant deferral / active EE | $11,113 | $3,860+187.9% | $5,057+119.7% | $4,346+155.7% |
| Admin fee / account holder | $356 | $2,368-85.0% | $8,355-95.7% | $1,942-81.7% |