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 47-1411118 | Advisory (Plan) | $31,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,746 |
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 | $148,165 | $69,362+113.6% | $101,248+46.3% | $73,488+101.6% |
| Participation rate | 73.1% | 68.4%+4.7pp | 75.8%-2.7pp | 70.7%+2.4pp |
| Annual return | 15.80% | 18.46%-2.7pp | 46.47%-30.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $3,631 | $2,628+38.1% | $3,660-0.8% | $2,270+59.9% |
| Participant deferral / active EE | $8,785 | $3,300+166.2% | $4,370+101.0% | $3,740+134.9% |
| Admin fee / account holder | $528 | $704-24.9% | $5,945-91.1% | $513+3.0% |