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 01-0233346 | Recordkeeping | $1,604 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,061 | $79,523-18.2% | $140,016-53.5% | $56,287+15.6% |
| Participation rate | 81.7% | 85.7%-4.0pp | 87.5%-5.8pp | 69.9%+11.9pp |
| Annual return | -6.93% | 2.39%-9.3pp | 651.12%-658.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,875 | $3,350-44.0% | $5,606-66.6% | $2,111-11.2% |
| Participant deferral / active EE | $2,889 | $5,129-43.7% | $6,927-58.3% | $3,350-13.8% |
| Admin fee / account holder | $312 | $614-49.2% | $10,705-97.1% | $521-40.0% |