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 | $78,572 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,250 | $58,083+126.0% | $80,019+64.0% | $56,287+133.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -4.88% | 34.61%-39.5pp | 11.22%-16.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,035 | $1,932+108.9% | $2,468+63.5% | $2,111+91.2% |
| Participant deferral / active EE | $3,539 | $3,135+12.9% | $3,686-4.0% | $3,350+5.7% |
| Admin fee / account holder | $619 | $623-0.6% | $6,521-90.5% | $521+18.8% |