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 28 · EIN 13-5069335 | Investment Management | $10,699 |
ARNOLD J HODES & CO, PLLC2+ years Service code 15 · EIN 20-0500257 | Recordkeeping | $7,709 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 28 · EIN 13-5674085 | Investment Management | $3,040 |
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 | $84,911 | $60,349+40.7% | $74,183+14.5% | $62,891+35.0% |
| Participation rate | 80.9% | 72.7%+8.2pp | 76.6%+4.3pp | 69.3%+11.6pp |
| Annual return | 5.11% | 21.37%-16.3pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,659 | $1,680-1.3% | $2,370-30.0% | $2,281-27.3% |
| Participant deferral / active EE | $3,408 | $2,856+19.3% | $3,550-4.0% | $3,203+6.4% |
| Admin fee / account holder | $360 | $4,261-91.5% | $5,586-93.5% | $4,296-91.6% |