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 27 · EIN 43-1451524 | Advisory (Plan) | $43,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,921 |
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 | $122,105 | $65,435+86.6% | $86,677+40.9% | $66,914+82.5% |
| Participation rate | 97.5% | 75.5%+22.1pp | 76.6%+21.0pp | 69.8%+27.7pp |
| Annual return | -14.92% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $3,471 | $2,153+61.2% | $2,836+22.4% | $2,544+36.4% |
| Participant deferral / active EE | $5,148 | $4,100+25.5% | $4,656+10.6% | $4,237+21.5% |
| Admin fee / account holder | $384 | $642-40.2% | $7,493-94.9% | $593-35.3% |