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 | $87,890 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $47,240 |
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 | $26,504 | $82,202-67.8% | $125,339-78.9% | $64,808-59.1% |
| Participation rate | 70.0% | 77.9%-7.8pp | 82.4%-12.3pp | 71.5%-1.4pp |
| Annual return | -17.50% | 3.48%-21.0pp | 572.05%-589.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $2,012 | $3,615-44.3% | $4,814-58.2% | $2,506-19.7% |
| Participant deferral / active EE | $4,165 | $7,175-42.0% | $7,446-44.1% | $4,310-3.4% |
| Admin fee / account holder | $356 | $163+117.8% | $10,010-96.4% | $188+89.4% |