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 13 · EIN 06-1050034 | Contract Administrator | $28,065 |
SEAN HUCKO, CPA, LLC7 years Service code 10 · EIN 47-4215313 | Accounting | $18,000 |
Filed as: ONE DIGITAL TOPCO LLC Service code 27 · EIN 82-1434504 | Advisory (Plan) | $12,500 |
HARTER SECREST & EMERY LLP8+ years Service code 29 · EIN 16-0766172 | Legal | $11,756 |
MMA SECURITIES LLC8+ years Filed as: MARSH USA INC Service code 23 · EIN 36-1436000 | Insurance services | $8,058 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 28 · EIN 43-1451524 | Investment Management | $6,250 |
Service code 28 · EIN 85-3439612 | Investment Management | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,028 | $56,423+33.0% | $77,163-2.8% | $71,457+5.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | -4.87% | 19.05%-23.9pp | 37.87%-42.7pp | 28.85%-33.7pp |
| Employer contribution / active EE | $1,487 | $1,866-20.3% | $2,535-41.4% | $2,588-42.6% |
| Participant deferral / active EE | $2,968 | $3,142-5.5% | $3,833-22.6% | $4,289-30.8% |
| Admin fee / account holder | $365 | $1,429-74.5% | $5,472-93.3% | $1,587-77.0% |