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 19 · EIN 51-0396365 | Securities Custodian | $55,103 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,675 | $81,248+412.8% | $155,509+167.9% | $80,856+415.3% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 14.37% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $19,605 | $3,100+532.4% | $4,672+319.6% | $2,755+611.7% |
| Participant deferral / active EE | $20,683 | $3,452+499.2% | $5,626+267.6% | $4,296+381.5% |
| Admin fee / account holder | $399 | $7,997-95.0% | $15,912-97.5% | $6,918-94.2% |