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 27 · EIN 27-3463733 | Advisory (Plan) | $29,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,671 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,319 | $71,883+21.5% | $86,677+0.7% | $68,494+27.5% |
| Participation rate | 92.5% | 72.2%+20.3pp | 76.6%+16.0pp | 67.9%+24.6pp |
| Annual return | -20.07% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,859 | $2,173-14.4% | $2,836-34.4% | $2,596-28.4% |
| Participant deferral / active EE | $7,309 | $3,779+93.4% | $4,656+57.0% | $4,027+81.5% |
| Admin fee / account holder | $456 | $6,112-92.5% | $7,493-93.9% | $5,403-91.6% |