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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $34,988 |
Service code 26 · EIN 45-3764090 | Advisory (Participants) | $10,672 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,757 | $63,355+48.0% | $91,989+1.9% | $72,985+28.5% |
| Participation rate | 96.6% | 72.5%+24.1pp | 78.6%+18.0pp | 69.5%+27.1pp |
| Annual return | 21.30% | 35.35%-14.1pp | 69.02%-47.7pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,287 | $2,116+8.1% | $3,452-33.8% | $2,440-6.3% |
| Participant deferral / active EE | $9,003 | $4,883+84.4% | $5,923+52.0% | $3,607+149.6% |
| Admin fee / account holder | $336 | $4,668-92.8% | $7,743-95.7% | $5,124-93.4% |