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 01-0233346 | Recordkeeping | $2,430 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $2,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,922 | $51,315-18.3% | $95,745-56.2% | $71,457-41.3% |
| Participation rate | 72.0% | 63.0%+9.0pp | 72.3%-0.3pp | 67.9%+4.1pp |
| Annual return | 13.91% | 25.26%-11.3pp | 28.35%-14.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $767 | $1,819-57.8% | $2,835-72.9% | $2,588-70.3% |
| Participant deferral / active EE | $1,912 | $3,358-43.0% | $4,245-54.9% | $4,289-55.4% |
| Admin fee / account holder | $311 | $1,137-72.6% | $5,678-94.5% | $1,587-80.4% |