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 13 · EIN 42-0127290 | Contract Administrator | $88,088 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $43,531 |
SIEMER MILLING1 year Service code 14 · EIN 37-0789904 | Plan Administrator | $7,901 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,231 | $54,590+548.9% | $81,930+332.4% | $73,488+382.0% |
| Participation rate | 99.3% | 68.3%+31.0pp | 72.0%+27.4pp | 70.7%+28.7pp |
| Annual return | 9.73% | 17.74%-8.0pp | 29.49%-19.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $3,937 | $1,636+140.6% | $4,310-8.7% | $2,270+73.4% |
| Participant deferral / active EE | $4,142 | $2,759+50.1% | $7,107-41.7% | $3,740+10.8% |
| Admin fee / account holder | $475 | $592-19.8% | $5,158-90.8% | $513-7.5% |