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: LOCKBOX Service code 27 · EIN 36-4001764 | Advisory (Plan) | $97,332 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,877 |
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 | $203,467 | $65,908+208.7% | $81,812+148.7% | $77,643+162.1% |
| Participation rate | 99.4% | 65.8%+33.6pp | 72.3%+27.0pp | 70.6%+28.8pp |
| Annual return | 9.40% | 26.64%-17.2pp | 773.79%-764.4pp | 31.24%-21.8pp |
| Employer contribution / active EE | $5,289 | $2,370+123.1% | $2,912+81.6% | $2,726+94.0% |
| Participant deferral / active EE | $11,557 | $3,505+229.7% | $4,319+167.6% | $4,647+148.7% |
| Admin fee / account holder | $336 | $526-36.1% | $7,386-95.4% | $430-21.9% |