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 64 · EIN 71-0294708 | Recordkeeping Fees | $65,264 |
THE 401(K) EXPERT LLC2 years Service code 99 · EIN 82-2246608 | Other Fees | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,076 | $69,238-56.6% | $185,823-83.8% | $101,517-70.4% |
| Participation rate | 8.3% | 73.5%-65.2pp | 81.7%-73.4pp | 74.6%-66.3pp |
| Annual return | 15.43% | 21.26%-5.8pp | 122.05%-106.6pp | 21.00%-5.6pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,167-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $264 | $3,764-93.0% | $5,568-95.3% | $4,873-94.6% |
| Admin fee / account holder | $101 | $66+52.5% | $16,237-99.4% | $139-27.4% |