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 13 · EIN 42-0127290 | Contract Administrator | $56,564 |
Service code 27 · EIN 47-1895847 | Advisory (Plan) | $33,544 |
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 | $84,596 | $81,474+3.8% | $133,956-36.8% | $73,488+15.1% |
| Participation rate | 79.6% | 76.4%+3.2pp | 79.8%-0.2pp | 70.7%+8.9pp |
| Annual return | 18.68% | 19.40%-0.7pp | 45.09%-26.4pp | 28.51%-9.8pp |
| Employer contribution / active EE | $1,116 | $2,209-49.5% | $3,919-71.5% | $2,270-50.8% |
| Participant deferral / active EE | $3,835 | $3,786+1.3% | $5,048-24.0% | $3,740+2.5% |
| Admin fee / account holder | $453 | $713-36.5% | $8,927-94.9% | $513-11.8% |