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 15 · EIN 01-0233346 | Recordkeeping | $1,642 |
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 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 | $90,720 | $81,474+11.3% | $133,956-32.3% | $73,488+23.4% |
| Participation rate | 95.4% | 76.4%+19.1pp | 79.8%+15.6pp | 70.7%+24.7pp |
| Annual return | 16.74% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,485 | $2,209-32.8% | $3,919-62.1% | $2,270-34.6% |
| Participant deferral / active EE | $4,307 | $3,786+13.8% | $5,048-14.7% | $3,740+15.2% |
| Admin fee / account holder | $402 | $713-43.7% | $8,927-95.5% | $513-21.7% |