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 30-0219031 | Recordkeeping | $43,201 |
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 | $63,833 | $110,094-42.0% | $151,611-57.9% | $68,494-6.8% |
| Participation rate | 73.3% | 84.0%-10.7pp | 87.5%-14.2pp | 67.9%+5.4pp |
| Annual return | -14.56% | -10.12%-4.4pp | 3.33%-17.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,850 | $4,471-58.6% | $6,166-70.0% | $2,596-28.7% |
| Participant deferral / active EE | $3,188 | $6,527-51.2% | $8,363-61.9% | $4,027-20.8% |
| Admin fee / account holder | $343 | $7,719-95.6% | $11,616-97.0% | $5,403-93.7% |