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 8-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 25 4140 E STATE ST · HERMITAGE, PA 16148 | Directed Trustee | $2,866 |
RKL LLP1 year Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $1,000 |
Service code 13 47 PARK PL STE 850 · APPLETON, WI 54914 | Contract Administrator | $466 |
Service code 64 8515 E ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $75 |
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 | $52,552 | $55,449-5.2% | $83,848-37.3% | $56,287-6.6% |
| Participation rate | 98.8% | 68.0%+30.7pp | 76.1%+22.6pp | 69.9%+28.9pp |
| Annual return | -6.45% | -1.38%-5.1pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $3,594 | $2,430+47.9% | $3,631-1.0% | $2,111+70.3% |
| Participant deferral / active EE | $2,909 | $2,935-0.9% | $4,082-28.7% | $3,350-13.2% |
| Admin fee / account holder | $344 | $656-47.6% | $5,478-93.7% | $521-34.0% |