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 27 · EIN 61-1758632 | Advisory (Plan) | $54,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,916 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,046 | $88,982+29.3% | $102,438+12.3% | $77,671+48.1% |
| Participation rate | 76.4% | 80.9%-4.5pp | 76.5%-0.1pp | 70.6%+5.8pp |
| Annual return | 20.90% | 25.01%-4.1pp | 29.37%-8.5pp | 31.21%-10.3pp |
| Employer contribution / active EE | $3 | $2,698-99.9% | $3,024-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $13,660 | $5,144+165.6% | $5,054+170.3% | $4,648+193.9% |
| Admin fee / account holder | $356 | $236+51.2% | $9,448-96.2% | $430-17.2% |