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 | $51,934 |
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 | $60,572 | $86,655-30.1% | $119,609-49.4% | $66,914-9.5% |
| Participation rate | 67.2% | 75.6%-8.4pp | 79.3%-12.1pp | 69.8%-2.6pp |
| Annual return | -14.16% | -8.00%-6.2pp | -14.97%+0.8pp | 1.58%-15.7pp |
| Employer contribution / active EE | $287 | $2,536-88.7% | $4,232-93.2% | $2,544-88.7% |
| Participant deferral / active EE | $2,927 | $4,358-32.8% | $5,602-47.8% | $4,237-30.9% |
| Admin fee / account holder | $349 | $755-53.8% | $10,323-96.6% | $593-41.2% |