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 |
|---|---|---|
MARKS GROUP WEALTH MANAGEMENT10+ years Service code 27 · EIN 26-3675041 | Advisory (Plan) | $80,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Participant loan proce... | $1,274 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $212,928 | $101,499+109.8% | $147,005+44.8% | $74,546+185.6% |
| Participation rate | 98.9% | 75.5%+23.4pp | 82.2%+16.8pp | 67.2%+31.7pp |
| Annual return | 15.21% | 8732.34%-8717.1pp | 418.76%-403.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $11,925 | $3,811+212.9% | $4,934+141.7% | $2,624+354.4% |
| Participant deferral / active EE | $11,661 | $7,304+59.6% | $8,070+44.5% | $4,347+168.2% |
| Admin fee / account holder | $310 | $1,748-82.3% | $13,006-97.6% | $1,944-84.0% |