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 21 · EIN 39-0394950 | Bank Trustee | $26,801 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,087 | $77,660+5.7% | $109,143-24.8% | $79,386+3.4% |
| Participation rate | 57.7% | 67.8%-10.1pp | 75.9%-18.2pp | 70.7%-13.0pp |
| Annual return | 18.26% | 23.44%-5.2pp | 25.75%-7.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $1,223 | $2,797-56.3% | $3,722-67.2% | $2,427-49.6% |
| Participant deferral / active EE | $3,895 | $3,518+10.7% | $4,653-16.3% | $4,046-3.7% |
| Admin fee / account holder | $335 | $732-54.2% | $6,752-95.0% | $626-46.5% |