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) | $28,721 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $9,533 |
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 | $139,014 | $77,503+79.4% | $100,391+38.5% | $80,856+71.9% |
| Participation rate | 98.1% | 76.9%+21.2pp | 81.5%+16.7pp | 67.6%+30.5pp |
| Annual return | 13.53% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,097 | $2,801-25.1% | $3,942-46.8% | $2,755-23.9% |
| Participant deferral / active EE | $10,487 | $6,820+53.8% | $8,082+29.8% | $4,296+144.1% |
| Admin fee / account holder | $351 | $5,897-94.0% | $7,899-95.6% | $6,918-94.9% |