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 |
|---|---|---|
TS&W INTERNATIONAL1 year Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $28,000 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $9,990 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,532 | $81,900+126.5% | $119,609+55.1% | $68,494+170.9% |
| Participation rate | 95.2% | 71.9%+23.3pp | 79.3%+16.0pp | 67.9%+27.3pp |
| Annual return | -11.71% | -23.82%+12.1pp | -14.97%+3.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,990 | $2,693+48.1% | $4,232-5.7% | $2,596+53.7% |
| Participant deferral / active EE | $8,620 | $4,148+107.8% | $5,602+53.9% | $4,027+114.0% |
| Admin fee / account holder | $380 | $6,582-94.2% | $10,323-96.3% | $5,403-93.0% |