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 | $61,790 |
Filed as: NASIF, HICKS, HARRIS & CO., LLP Service code 49 · EIN 77-0181453 | Other Services | $20,015 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $8,124 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,645 | $84,487+442.9% | $125,339+265.9% | $66,914+585.4% |
| Participation rate | 89.8% | 76.4%+13.4pp | 82.4%+7.4pp | 69.8%+20.0pp |
| Annual return | -14.92% | -8.39%-6.5pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $25,995 | $3,553+631.6% | $4,814+440.0% | $2,544+921.7% |
| Participant deferral / active EE | $5,154 | $6,781-24.0% | $7,446-30.8% | $4,237+21.6% |
| Admin fee / account holder | $472 | $685-31.1% | $10,010-95.3% | $593-20.5% |