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 13-3689044 | Recordkeeping | $59,196 |
Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $28,035 |
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 | $58,656 | $88,581-33.8% | $145,661-59.7% | $74,304-21.1% |
| Participation rate | 80.6% | 64.9%+15.6pp | 77.2%+3.4pp | 60.3%+20.2pp |
| Annual return | 13.50% | 34.30%-20.8pp | 101.46%-88.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $726 | $2,612-72.2% | $4,238-82.9% | $2,241-67.6% |
| Participant deferral / active EE | $3,744 | $4,151-9.8% | $7,198-48.0% | $3,767-0.6% |
| Admin fee / account holder | $419 | $2,953-85.8% | $12,466-96.6% | $2,969-85.9% |