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 30-0219031 | Recordkeeping | $37,489 |
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 | $50,742 | $49,915+1.7% | $154,803-67.2% | $74,304-31.7% |
| Participation rate | 71.7% | 54.0%+17.7pp | 78.1%-6.4pp | 60.3%+11.3pp |
| Annual return | 20.33% | 34.06%-13.7pp | 58.88%-38.5pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,932 | $1,611+19.9% | $4,305-55.1% | $2,241-13.8% |
| Participant deferral / active EE | $4,220 | $2,255+87.2% | $5,540-23.8% | $3,767+12.0% |
| Admin fee / account holder | $354 | $2,189-83.8% | $14,329-97.5% | $2,969-88.1% |