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 37 · EIN 04-2647786 | Loan Processing | $15,452 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 16 · EIN 44-0160260 | Consulting | $13,650 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,434 |
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,545 | $81,900-65.1% | $119,609-76.1% | $68,494-58.3% |
| Participation rate | 73.3% | 71.9%+1.4pp | 79.3%-5.9pp | 67.9%+5.4pp |
| Annual return | -17.45% | -23.82%+6.4pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3 | $2,693-99.9% | $4,232-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $2,895 | $4,148-30.2% | $5,602-48.3% | $4,027-28.1% |
| Admin fee / account holder | $323 | $6,582-95.1% | $10,323-96.9% | $5,403-94.0% |