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 | $70,936 |
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 | $142,077 | $91,407+55.4% | $135,903+4.5% | $71,457+98.8% |
| Participation rate | 71.8% | 75.7%-3.8pp | 81.9%-10.1pp | 67.9%+3.9pp |
| Annual return | 29.10% | 29.90%-0.8pp | 68.23%-39.1pp | 28.85%+0.3pp |
| Employer contribution / active EE | $3,364 | $3,703-9.2% | $4,856-30.7% | $2,588+30.0% |
| Participant deferral / active EE | $8,305 | $7,092+17.1% | $7,758+7.1% | $4,289+93.6% |
| Admin fee / account holder | $522 | $1,266-58.8% | $10,762-95.2% | $1,587-67.1% |