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 | $18,771 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,402 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
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).
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 | $58,015 | $76,670-24.3% | $96,683-40.0% | $71,457-18.8% |
| Participation rate | 84.0% | 66.6%+17.4pp | 74.3%+9.6pp | 67.9%+16.0pp |
| Annual return | 15.48% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,358 | $3,031-22.2% | $3,737-36.9% | $2,588-8.9% |
| Participant deferral / active EE | $2,967 | $3,771-21.3% | $4,878-39.2% | $4,289-30.8% |
| Admin fee / account holder | $383 | $2,028-81.1% | $6,730-94.3% | $1,587-75.9% |