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 26 · EIN 45-3764090 | Advisory (Participants) | $38,994 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,336 |
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 | $111,200 | $70,475+57.8% | $100,516+10.6% | $79,858+39.2% |
| Participation rate | 98.4% | 73.7%+24.7pp | 79.4%+19.0pp | 69.6%+28.7pp |
| Annual return | 17.63% | 21.90%-4.3pp | 30.89%-13.3pp | 31.71%-14.1pp |
| Employer contribution / active EE | $529 | $2,165-75.6% | $3,418-84.5% | $2,471-78.6% |
| Participant deferral / active EE | $8,755 | $5,181+69.0% | $6,270+39.6% | $3,740+134.1% |
| Admin fee / account holder | $355 | $4,478-92.1% | $8,081-95.6% | $5,306-93.3% |