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 | $70,813 |
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 | $126,580 | $84,487+49.8% | $125,339+1.0% | $66,914+89.2% |
| Participation rate | 77.7% | 76.4%+1.3pp | 82.4%-4.7pp | 69.8%+7.9pp |
| Annual return | -19.25% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $3,316 | $3,553-6.7% | $4,814-31.1% | $2,544+30.4% |
| Participant deferral / active EE | $7,739 | $6,781+14.1% | $7,446+3.9% | $4,237+82.7% |
| Admin fee / account holder | $567 | $685-17.3% | $10,010-94.3% | $593-4.5% |