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 52 · EIN 35-0145825 | Indirect Investment Fees | $56,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,778 | $81,474-21.7% | $133,956-52.4% | $73,488-13.2% |
| Participation rate | 67.9% | 76.4%-8.4pp | 79.8%-11.9pp | 70.7%-2.8pp |
| Annual return | 12.66% | 19.40%-6.7pp | 45.09%-32.4pp | 28.51%-15.9pp |
| Employer contribution / active EE | $164 | $2,209-92.6% | $3,919-95.8% | $2,270-92.8% |
| Participant deferral / active EE | $2,771 | $3,786-26.8% | $5,048-45.1% | $3,740-25.9% |
| Admin fee / account holder | $379 | $713-46.8% | $8,927-95.7% | $513-26.0% |