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 43-1451524 | Advisory (Plan) | $32,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $134,299 | $101,317+32.6% | $146,958-8.6% | $74,495+80.3% |
| Participation rate | 81.7% | 75.5%+6.1pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 16.12% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,309 | $3,810-39.4% | $4,933-53.2% | $2,623-12.0% |
| Participant deferral / active EE | $6,746 | $7,303-7.6% | $8,070-16.4% | $4,346+55.2% |
| Admin fee / account holder | $462 | $1,739-73.4% | $12,998-96.4% | $1,942-76.2% |