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 | $20,127 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,077 |
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 | $36,887 | $84,487-56.3% | $125,339-70.6% | $66,914-44.9% |
| Participation rate | 71.3% | 76.4%-5.1pp | 82.4%-11.1pp | 69.8%+1.5pp |
| Annual return | -15.35% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $2,631 | $3,553-26.0% | $4,814-45.3% | $2,544+3.4% |
| Participant deferral / active EE | $3,762 | $6,781-44.5% | $7,446-49.5% | $4,237-11.2% |
| Admin fee / account holder | $313 | $685-54.3% | $10,010-96.9% | $593-47.2% |