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 17 · EIN 13-5674085 | Pension Consulting | $41,456 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,650 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,866 | $59,417-17.8% | $93,606-47.8% | $74,495-34.4% |
| Participation rate | 95.5% | 59.7%+35.8pp | 68.7%+26.8pp | 67.2%+28.3pp |
| Annual return | 14.79% | 81.83%-67.0pp | 133.20%-118.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,387 | $1,264+9.7% | $2,420-42.7% | $2,623-47.1% |
| Participant deferral / active EE | $4,559 | $3,050+49.5% | $4,411+3.3% | $4,346+4.9% |
| Admin fee / account holder | $396 | $3,021-86.9% | $8,285-95.2% | $1,942-79.6% |