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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $190,892 |
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 | $62,155 | $42,582+46.0% | $171,082-63.7% | $57,658+7.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 76.7%+19.8pp | 70.2%+26.2pp |
| Annual return | 9.82% | 308.67%-298.9pp | 32.56%-22.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $2,978 | $1,306+128.0% | $4,002-25.6% | $1,974+50.9% |
| Participant deferral / active EE | $3,543 | $2,933+20.8% | $4,797-26.1% | $3,061+15.8% |
| Admin fee / account holder | $346 | $82+320.8% | $8,520-95.9% | $95+266.5% |