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 4-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 26 · EIN 71-0294708 | Advisory (Participants) | $121,335 |
FREED MAXICK CPAS PC1+ years Service code 99 · EIN 44-4000444 | Other Fees | $13,620 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,206 |
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 | $120,885 | $65,061+85.8% | $143,757-15.9% | $66,914+80.7% |
| Participation rate | 97.1% | 65.2%+31.9pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -14.22% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,988 | $2,361+26.6% | $4,951-39.6% | $2,544+17.4% |
| Participant deferral / active EE | $3,547 | $2,919+21.5% | $5,637-37.1% | $4,237-16.3% |
| Admin fee / account holder | $483 | $502-3.7% | $14,673-96.7% | $593-18.5% |