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 60 · EIN 04-2647786 | Sub-TA Fees | $28,179 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,522 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $162,789 | $70,475+131.0% | $100,516+62.0% | $79,858+103.8% |
| Participation rate | 88.7% | 73.7%+15.1pp | 79.4%+9.3pp | 69.6%+19.1pp |
| Annual return | 16.14% | 21.90%-5.8pp | 30.89%-14.7pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,501 | $5,181+6.2% | $6,270-12.3% | $3,740+47.1% |
| Admin fee / account holder | $549 | $4,478-87.7% | $8,081-93.2% | $5,306-89.7% |