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 82-1364595 | Advisory (Plan) | $33,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,244 |
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 | $165,937 | $71,883+130.8% | $86,677+91.4% | $68,494+142.3% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.2pp | 67.9%+23.9pp |
| Annual return | -13.87% | 3.52%-17.4pp | 35.91%-49.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,617 | $2,173+112.5% | $2,836+62.8% | $2,596+77.8% |
| Participant deferral / active EE | $5,780 | $3,779+53.0% | $4,656+24.2% | $4,027+43.5% |
| Admin fee / account holder | $711 | $6,112-88.4% | $7,493-90.5% | $5,403-86.8% |