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 27 · EIN 35-2552359 | Advisory (Plan) | $33,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,840 |
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 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 | $79,453 | $73,638+7.9% | $95,952-17.2% | $73,488+8.1% |
| Participation rate | 94.7% | 76.2%+18.6pp | 77.1%+17.6pp | 70.7%+24.0pp |
| Annual return | 13.65% | 16.78%-3.1pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,596 | $1,863-14.3% | $2,541-37.2% | $2,270-29.7% |
| Participant deferral / active EE | $4,846 | $3,617+34.0% | $4,167+16.3% | $3,740+29.6% |
| Admin fee / account holder | $308 | $482-36.1% | $6,795-95.5% | $513-39.9% |