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 60 · EIN 04-2647786 | Sub-TA Fees | $27,569 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,344 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $8,200 |
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 | $68,190 | $73,638-7.4% | $95,952-28.9% | $73,488-7.2% |
| Participation rate | 91.6% | 76.2%+15.4pp | 77.1%+14.5pp | 70.7%+20.9pp |
| Annual return | 12.71% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,435 | $1,863-23.0% | $2,541-43.5% | $2,270-36.8% |
| Participant deferral / active EE | $4,970 | $3,617+37.4% | $4,167+19.3% | $3,740+32.9% |
| Admin fee / account holder | $358 | $482-25.8% | $6,795-94.7% | $513-30.3% |