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 26-1204987 | Advisory (Plan) | $28,636 |
FRAZIER & DEETER, LLC1 year Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,773 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,230 | $81,474+35.3% | $133,956-17.7% | $73,488+50.0% |
| Participation rate | 57.0% | 76.4%-19.4pp | 79.8%-22.8pp | 70.7%-13.7pp |
| Annual return | 9.05% | 19.40%-10.4pp | 45.09%-36.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,747 | $2,209-20.9% | $3,919-55.4% | $2,270-23.0% |
| Participant deferral / active EE | $5,812 | $3,786+53.5% | $5,048+15.1% | $3,740+55.4% |
| Admin fee / account holder | $952 | $713+33.5% | $8,927-89.3% | $513+85.6% |