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 | $89,310 |
Filed as: NASIF HICKS HARRIS & CO LLP. Service code 10 · EIN 77-0181453 | Accounting | $48,452 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $27,782 |
MORNINGSTAR3 years 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 | $575,280 | $106,028+442.6% | $146,958+291.5% | $77,643+640.9% |
| Participation rate | 92.7% | 78.4%+14.4pp | 82.2%+10.6pp | 70.6%+22.1pp |
| Annual return | 29.79% | 56.73%-26.9pp | 418.34%-388.5pp | 31.24%-1.4pp |
| Employer contribution / active EE | $29,240 | $4,063+619.7% | $4,933+492.8% | $2,726+972.7% |
| Participant deferral / active EE | $5,070 | $7,990-36.5% | $8,070-37.2% | $4,647+9.1% |
| Admin fee / account holder | $536 | $337+58.7% | $12,998-95.9% | $430+24.4% |