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 26 · EIN 47-1471217 | Advisory (Participants) | $76,214 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $225 |
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 | $144,801 | $69,362+108.8% | $101,248+43.0% | $73,488+97.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.62% | 18.46%-7.8pp | 46.47%-35.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $5,372 | $2,628+104.4% | $3,660+46.8% | $2,270+136.7% |
| Participant deferral / active EE | $5,466 | $3,300+65.6% | $4,370+25.1% | $3,740+46.2% |
| Admin fee / account holder | $901 | $704+28.1% | $5,945-84.8% | $513+75.7% |