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 27 · EIN 35-1729164 | Advisory (Plan) | $38,714 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,224 | $50,956+83.0% | $96,562-3.5% | $86,799+7.4% |
| Participation rate | 63.4% | 65.2%-1.8pp | 69.8%-6.4pp | 72.3%-8.8pp |
| Annual return | 15.31% | 21.27%-6.0pp | 37.78%-22.5pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,337 | $1,111+20.3% | $2,356-43.3% | $2,405-44.4% |
| Participant deferral / active EE | $3,733 | $2,954+26.4% | $3,849-3.0% | $4,131-9.6% |
| Admin fee / account holder | $315 | $166+89.9% | $6,181-94.9% | $170+85.9% |