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 01-0510740 | Advisory (Plan) | $67,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,361 |
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 | $195,695 | $84,487+131.6% | $125,339+56.1% | $66,914+192.5% |
| Participation rate | 96.6% | 76.4%+20.2pp | 82.4%+14.3pp | 69.8%+26.8pp |
| Annual return | -20.37% | -8.39%-12.0pp | 572.05%-592.4pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,250 | $3,553-64.8% | $4,814-74.0% | $2,544-50.9% |
| Participant deferral / active EE | $11,775 | $6,781+73.6% | $7,446+58.1% | $4,237+177.9% |
| Admin fee / account holder | $342 | $685-50.0% | $10,010-96.6% | $593-42.3% |