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 | $55,259 |
EL AL ISRAEL AIRLINES6 years Service code 10 · EIN 13-1626747 | Accounting | $28,500 |
Filed as: RAYMOND JAMES AND ASSOCI Service code 27 · EIN 59-1237041 | Advisory (Plan) | $20,945 |
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 | $96,742 | $51,175+89.0% | $70,515+37.2% | $75,163+28.7% |
| Participation rate | 91.9% | 60.9%+31.0pp | 68.3%+23.6pp | 67.2%+24.7pp |
| Annual return | 11.85% | 30.02%-18.2pp | 32.77%-20.9pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,416 | $1,826-22.4% | $2,973-52.4% | $2,670-47.0% |
| Participant deferral / active EE | $6,671 | $2,849+134.1% | $4,567+46.1% | $4,125+61.7% |
| Admin fee / account holder | $318 | $4,091-92.2% | $6,412-95.0% | $5,651-94.4% |