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 61-1758632 | Advisory (Plan) | $73,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,583 |
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 | $59,960 | $82,202-27.1% | $125,339-52.2% | $64,808-7.5% |
| Participation rate | 91.6% | 77.9%+13.7pp | 82.4%+9.2pp | 71.5%+20.1pp |
| Annual return | -7.45% | 3.48%-10.9pp | 572.05%-579.5pp | 32.82%-40.3pp |
| Employer contribution / active EE | $1,129 | $3,615-68.8% | $4,814-76.6% | $2,506-55.0% |
| Participant deferral / active EE | $4,729 | $7,175-34.1% | $7,446-36.5% | $4,310+9.7% |
| Admin fee / account holder | $344 | $163+111.0% | $10,010-96.6% | $188+83.4% |