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 | $208 |
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 | $68,236 | $54,229+25.8% | $70,092-2.6% | $68,494-0.4% |
| Participation rate | 90.4% | 64.5%+25.9pp | 70.5%+20.0pp | 67.9%+22.5pp |
| Annual return | -17.26% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,517 | $2,018+24.7% | $2,559-1.6% | $2,596-3.0% |
| Participant deferral / active EE | $4,461 | $2,956+50.9% | $3,849+15.9% | $4,027+10.8% |
| Admin fee / account holder | $419 | $4,694-91.1% | $6,267-93.3% | $5,403-92.2% |