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 72-0343760 | Advisory (Plan) | $103,530 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,251 | $77,813+255.0% | $123,544+123.6% | $64,186+330.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.85% | 12.48%-8.6pp | 119.20%-115.3pp | 7.63%-3.8pp |
| Employer contribution / active EE | $3,588 | $3,014+19.1% | $4,628-22.5% | $2,381+50.7% |
| Participant deferral / active EE | $7,882 | $5,240+50.4% | $6,426+22.7% | $3,470+127.2% |
| Admin fee / account holder | $908 | $5,519-83.5% | $9,284-90.2% | $4,888-81.4% |