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) | $113,185 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $85,131 |
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.)
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 | $84,311 | $84,784-0.6% | $98,439-14.4% | $74,419+13.3% |
| Participation rate | 84.7% | 81.5%+3.2pp | 75.2%+9.6pp | 70.7%+14.0pp |
| Annual return | 17.88% | 20.59%-2.7pp | 21.16%-3.3pp | 34.38%-16.5pp |
| Employer contribution / active EE | $856 | $3,364-74.5% | $3,048-71.9% | $2,637-67.5% |
| Participant deferral / active EE | $3,639 | $5,218-30.3% | $4,738-23.2% | $4,528-19.6% |
| Admin fee / account holder | $644 | $204+214.9% | $8,948-92.8% | $348+85.1% |