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 12 34901 WOODWARD AVE · BIRMINGHAM, MI 480090923 | Claims processing; Direct payment fro... | $28,190 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,585 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,674 | $55,214+13.5% | $104,607-40.1% | $73,488-14.7% |
| Participation rate | 94.6% | 67.8%+26.8pp | 74.1%+20.6pp | 70.7%+24.0pp |
| Annual return | 13.75% | 24.79%-11.0pp | 340.46%-326.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $1,719 | $1,468+17.1% | $2,681-35.9% | $2,270-24.3% |
| Participant deferral / active EE | $2,894 | $2,925-1.1% | $3,740-22.6% | $3,740-22.6% |
| Admin fee / account holder | $316 | $424-25.3% | $6,473-95.1% | $513-38.3% |