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 15 · EIN 13-3689044 | Recordkeeping | $66,098 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $60,964 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $18,385 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $15,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,686 | $53,165+100.7% | $86,188+23.8% | $74,419+43.4% |
| Participation rate | 50.5% | 64.9%-14.4pp | 69.0%-18.5pp | 70.7%-20.3pp |
| Annual return | 15.56% | 22.64%-7.1pp | 1168.45%-1152.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,239 | $1,210+85.0% | $2,380-5.9% | $2,637-15.1% |
| Participant deferral / active EE | $4,241 | $3,234+31.1% | $3,985+6.4% | $4,528-6.4% |
| Admin fee / account holder | $387 | $551-29.8% | $6,852-94.3% | $348+11.3% |