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 15 · EIN 01-0233346 | Recordkeeping | $284 |
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).
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 | $60,184 | $58,927+2.1% | $76,817-21.7% | $72,985-17.5% |
| Participation rate | 93.5% | 67.3%+26.2pp | 72.1%+21.5pp | 69.5%+24.1pp |
| Annual return | 21.53% | 2305.64%-2284.1pp | 1166.11%-1144.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,408 | $1,787+34.8% | $2,302+4.6% | $2,440-1.3% |
| Participant deferral / active EE | $3,806 | $2,690+41.5% | $3,336+14.1% | $3,607+5.5% |
| Admin fee / account holder | $319 | $4,013-92.0% | $6,420-95.0% | $5,124-93.8% |