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 37 · EIN 04-2647786 | Loan Processing | $18,496 |
ROEDL & PARTNER1 year Service code 10 · EIN 58-2594719 | Accounting | $10,087 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,478 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,034 | $76,367-47.6% | $93,606-57.2% | $72,985-45.1% |
| Participation rate | 93.8% | 71.7%+22.1pp | 75.8%+18.0pp | 69.5%+24.3pp |
| Annual return | 3.65% | 25.82%-22.2pp | 32.76%-29.1pp | 81.00%-77.4pp |
| Employer contribution / active EE | $1,320 | $2,275-42.0% | $2,718-51.4% | $2,440-45.9% |
| Participant deferral / active EE | $5,280 | $3,538+49.3% | $4,069+29.8% | $3,607+46.4% |
| Admin fee / account holder | $328 | $6,838-95.2% | $7,888-95.8% | $5,124-93.6% |