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 | $21,276 |
Service code 27 · EIN 46-5061538 | Advisory (Plan) | $13,683 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,938 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,899 | $79,013+8.7% | $100,391-14.4% | $74,495+15.3% |
| Participation rate | 84.7% | 79.5%+5.3pp | 81.5%+3.3pp | 67.2%+17.5pp |
| Annual return | 27.10% | 20.41%+6.7pp | 49.20%-22.1pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $2,044 | $3,021-32.3% | $3,942-48.1% | $2,623-22.1% |
| Participant deferral / active EE | $13,074 | $7,760+68.5% | $8,082+61.8% | $4,346+200.8% |
| Admin fee / account holder | $312 | $1,320-76.4% | $7,899-96.1% | $1,942-83.9% |