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 15 · EIN 01-0233346 | Recordkeeping | $140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,691 | $65,561+47.5% | $86,188+12.2% | $75,163+28.6% |
| Participation rate | 71.9% | 60.5%+11.4pp | 69.0%+3.0pp | 67.2%+4.7pp |
| Annual return | -25.28% | 46.05%-71.3pp | 1168.45%-1193.7pp | 160.62%-185.9pp |
| Employer contribution / active EE | $2,554 | $1,553+64.5% | $2,380+7.3% | $2,670-4.4% |
| Participant deferral / active EE | $7,175 | $3,024+137.3% | $3,985+80.0% | $4,125+73.9% |
| Admin fee / account holder | $1,033 | $5,474-81.1% | $6,852-84.9% | $5,651-81.7% |