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 36-4291971 | Advisory (Plan) | $6,093 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,390 |
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 | $118,216 | $64,119+84.4% | $112,228+5.3% | $66,914+76.7% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.1%+17.8pp | 69.8%+23.1pp |
| Annual return | -15.25% | -13.81%-1.4pp | 27.45%-42.7pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,827 | $3,005-5.9% | $3,635-22.2% | $2,544+11.1% |
| Participant deferral / active EE | $9,624 | $3,693+160.6% | $4,728+103.5% | $4,237+127.1% |
| Admin fee / account holder | $331 | $625-47.1% | $6,410-94.8% | $593-44.3% |