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 30-0219031 | Recordkeeping | $62,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,248 | $86,655+5.3% | $119,609-23.7% | $66,914+36.4% |
| Participation rate | 98.0% | 75.6%+22.5pp | 79.3%+18.8pp | 69.8%+28.2pp |
| Annual return | -22.16% | -8.00%-14.2pp | -14.97%-7.2pp | 1.58%-23.7pp |
| Employer contribution / active EE | $1,661 | $2,536-34.5% | $4,232-60.7% | $2,544-34.7% |
| Participant deferral / active EE | $7,395 | $4,358+69.7% | $5,602+32.0% | $4,237+74.5% |
| Admin fee / account holder | $497 | $755-34.2% | $10,323-95.2% | $593-16.2% |