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 26 · EIN 26-1341658 | Advisory (Participants) | $15,346 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,795 | $65,061-51.1% | $143,757-77.9% | $66,914-52.5% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.4pp | 69.8%+23.9pp |
| Annual return | 2.03% | -11.14%+13.2pp | -0.04%+2.1pp | 1.58%+0.4pp |
| Employer contribution / active EE | $22 | $2,361-99.1% | $4,951-99.6% | $2,544-99.2% |
| Participant deferral / active EE | $1,640 | $2,919-43.8% | $5,637-70.9% | $4,237-61.3% |
| Admin fee / account holder | $315 | $502-37.3% | $14,673-97.9% | $593-46.9% |