Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,299 | $101,499+32.3% | $147,005-8.6% | $74,546+80.2% |
| Participation rate | 81.7% | 75.5%+6.1pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 16.12% | 8732.34%-8716.2pp | 418.76%-402.6pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $2,309 | $3,811-39.4% | $4,934-53.2% | $2,624-12.0% |
| Participant deferral / active EE | $6,746 | $7,304-7.6% | $8,070-16.4% | $4,347+55.2% |
| Admin fee / account holder | $462 | $1,748-73.6% | $13,006-96.4% | $1,944-76.2% |