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 | $39,358 |
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 | $47,224 | $54,701-13.7% | $86,188-45.2% | $71,457-33.9% |
| Participation rate | 76.5% | 60.1%+16.4pp | 69.0%+7.6pp | 67.9%+8.6pp |
| Annual return | 14.66% | 20.06%-5.4pp | 1168.45%-1153.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,776 | $1,265+40.4% | $2,380-25.4% | $2,588-31.4% |
| Participant deferral / active EE | $2,106 | $3,108-32.3% | $3,985-47.2% | $4,289-50.9% |
| Admin fee / account holder | $302 | $1,922-84.3% | $6,852-95.6% | $1,587-81.0% |