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 10 · EIN 35-1307701 | Accounting | $13,500 |
Filed as: BENEFIT PLANS PLUS Service code 99 · EIN 43-1829594 | Other Fees | $10,360 |
LAKE CITY BANK8+ years Service code 99 · EIN 35-0458180 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $110,516 | $69,010+60.1% | $159,960-30.9% | $68,494+61.4% |
| Participation rate | 87.5% | 65.4%+22.1pp | 78.0%+9.5pp | 67.9%+19.6pp |
| Annual return | -15.89% | -9.65%-6.2pp | 408.60%-424.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,095 | $2,213+39.8% | $4,226-26.8% | $2,596+19.2% |
| Participant deferral / active EE | $4,819 | $4,212+14.4% | $6,182-22.1% | $4,027+19.7% |
| Admin fee / account holder | $577 | $4,798-88.0% | $8,698-93.4% | $5,403-89.3% |