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 38 · EIN 35-0145825 | Participant Communication | $59,246 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,638 | $82,978-25.7% | $129,995-52.6% | $71,457-13.7% |
| Participation rate | 82.6% | 74.1%+8.5pp | 78.5%+4.1pp | 67.9%+14.7pp |
| Annual return | 14.78% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.1pp |
| Employer contribution / active EE | $301 | $2,622-88.5% | $4,320-93.0% | $2,588-88.4% |
| Participant deferral / active EE | $3,028 | $4,432-31.7% | $5,820-48.0% | $4,289-29.4% |
| Admin fee / account holder | $342 | $1,729-80.2% | $10,614-96.8% | $1,587-78.4% |