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 47-1411118 | Advisory (Plan) | $27,195 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,524 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
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 | $64,552 | $84,936-24.0% | $111,297-42.0% | $79,386-18.7% |
| Participation rate | 96.0% | 75.9%+20.1pp | 77.3%+18.7pp | 70.7%+25.3pp |
| Annual return | 13.05% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $2,208 | $1,979+11.6% | $2,731-19.1% | $2,427-9.0% |
| Participant deferral / active EE | $6,148 | $3,888+58.1% | $4,487+37.0% | $4,046+52.0% |
| Admin fee / account holder | $335 | $537-37.6% | $7,964-95.8% | $626-46.5% |