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 |
|---|---|---|
TPC QUALIFIED PLANS LLC1 year Service code 15 · EIN 26-2312094 | Recordkeeping | $29,808 |
CAPITAL DIRECTIONS, LLC6+ years Service code 26 · EIN 58-2592093 | Advisory (Participants) | $13,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,954 | $82,664+125.0% | $125,339+48.4% | $68,494+171.5% |
| Participation rate | 98.7% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | 7.45% | -5.97%+13.4pp | 572.05%-564.6pp | -7.84%+15.3pp |
| Employer contribution / active EE | $9,062 | $3,381+168.0% | $4,814+88.2% | $2,596+249.0% |
| Participant deferral / active EE | $7,878 | $6,110+28.9% | $7,446+5.8% | $4,027+95.6% |
| Admin fee / account holder | $512 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |