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 | $60,561 |
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 | $99,431 | $82,978+19.8% | $129,995-23.5% | $71,457+39.1% |
| Participation rate | 97.0% | 74.1%+22.9pp | 78.5%+18.5pp | 67.9%+29.1pp |
| Annual return | 22.87% | 20.60%+2.3pp | -137.18%+160.0pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,464 | $2,622-44.2% | $4,320-66.1% | $2,588-43.4% |
| Participant deferral / active EE | $6,568 | $4,432+48.2% | $5,820+12.9% | $4,289+53.1% |
| Admin fee / account holder | $401 | $1,729-76.8% | $10,614-96.2% | $1,587-74.7% |