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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $73,286 |
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 | $45,273 | $72,607-37.6% | $90,749-50.1% | $66,914-32.3% |
| Participation rate | 87.0% | 73.7%+13.4pp | 75.7%+11.3pp | 69.8%+17.2pp |
| Annual return | -15.89% | -12.28%-3.6pp | -12.16%-3.7pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,644 | $2,369-30.6% | $2,921-43.7% | $2,544-35.4% |
| Participant deferral / active EE | $4,447 | $3,977+11.8% | $4,564-2.6% | $4,237+5.0% |
| Admin fee / account holder | $354 | $707-49.9% | $8,445-95.8% | $593-40.3% |