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 ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $59,610 |
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 | $101,097 | $125,758-19.6% | $169,993-40.5% | $75,163+34.5% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.0%+2.3pp | 67.2%+22.1pp |
| Annual return | 15.16% | 27.20%-12.0pp | 53.37%-38.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,013 | $4,615-56.4% | $6,785-70.3% | $2,670-24.6% |
| Participant deferral / active EE | $3,990 | $6,837-41.6% | $10,408-61.7% | $4,125-3.3% |
| Admin fee / account holder | $417 | $8,173-94.9% | $12,815-96.7% | $5,651-92.6% |