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 | $1,675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,925 | $86,655-18.2% | $119,609-40.7% | $66,914+6.0% |
| Participation rate | 94.6% | 75.6%+19.0pp | 79.3%+15.3pp | 69.8%+24.8pp |
| Annual return | -18.35% | -8.00%-10.4pp | -14.97%-3.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,456 | $2,536-42.6% | $4,232-65.6% | $2,544-42.8% |
| Participant deferral / active EE | $3,758 | $4,358-13.8% | $5,602-32.9% | $4,237-11.3% |
| Admin fee / account holder | $334 | $755-55.7% | $10,323-96.8% | $593-43.6% |