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 37 · EIN 04-2647786 | Loan Processing | $27,296 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,302 |
KEITER1 year Service code 10 · EIN 54-1631262 | Accounting | $10,300 |
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 | $116,078 | $70,908+63.7% | $98,907+17.4% | $73,488+58.0% |
| Participation rate | 98.4% | 73.8%+24.6pp | 76.0%+22.4pp | 70.7%+27.7pp |
| Annual return | 13.55% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,446 | $2,036+20.1% | $2,689-9.1% | $2,270+7.7% |
| Participant deferral / active EE | $7,486 | $3,500+113.9% | $4,244+76.4% | $3,740+100.2% |
| Admin fee / account holder | $373 | $535-30.2% | $6,642-94.4% | $513-27.3% |