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 59-1531281 | Advisory (Plan) | $116,070 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $84,177 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,794 | $81,908-22.1% | $90,749-29.7% | $64,808-1.6% |
| Participation rate | 82.5% | 80.5%+2.0pp | 75.7%+6.8pp | 71.5%+11.0pp |
| Annual return | -17.80% | -12.53%-5.3pp | -12.16%-5.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $781 | $3,065-74.5% | $2,921-73.3% | $2,506-68.8% |
| Participant deferral / active EE | $3,087 | $4,840-36.2% | $4,564-32.4% | $4,310-28.4% |
| Admin fee / account holder | $593 | $157+277.2% | $8,445-93.0% | $188+215.6% |