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 42-0127290 | Contract Administrator | $55,849 |
Service code 49 · EIN 51-6041053 | Other Services | $18,569 |
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 | $37,758 | $99,957-62.2% | $149,696-74.8% | $73,488-48.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.88% | 53.87%-36.0pp | 276.60%-258.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $3,416 | $3,191+7.0% | $4,644-26.4% | $2,270+50.5% |
| Participant deferral / active EE | $6,133 | $6,073+1.0% | $6,842-10.4% | $3,740+64.0% |
| Admin fee / account holder | $336 | $551-38.9% | $9,309-96.4% | $513-34.4% |