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 47-0259043 | Recordkeeping | $55,391 |
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 | $66,164 | $63,114+4.8% | $92,893-28.8% | $65,185+1.5% |
| Participation rate | 98.0% | 68.8%+29.3pp | 76.0%+22.0pp | 70.2%+27.8pp |
| Annual return | 24.45% | 28.75%-4.3pp | 109.41%-85.0pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,017 | $2,571-60.4% | $3,653-72.2% | $2,177-53.3% |
| Participant deferral / active EE | $4,633 | $3,108+49.0% | $4,236+9.4% | $3,514+31.8% |
| Admin fee / account holder | $469 | $624-24.7% | $5,794-91.9% | $847-44.6% |