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 13 · EIN 42-0127290 | Contract Administrator | $208,666 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $50,139 |
STAAB CONSTRUCTION CORPO2 years Service code 10 · EIN 39-1490780 | Accounting | $13,250 |
WIPFLI LLP4 years Service code 10 · EIN 41-2899048 | Accounting | $13,250 |
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 | $172,494 | $86,944+98.4% | $107,525+60.4% | $74,304+132.1% |
| Participation rate | 95.0% | 59.6%+35.4pp | 75.1%+19.9pp | 60.3%+34.7pp |
| Annual return | 15.66% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,291 | $2,757-53.2% | $3,754-65.6% | $2,241-42.4% |
| Participant deferral / active EE | $7,023 | $3,554+97.6% | $5,116+37.3% | $3,767+86.4% |
| Admin fee / account holder | $649 | $3,727-82.6% | $8,919-92.7% | $2,969-78.1% |