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 |
|---|---|---|
RUBINBROWN LLP1 year Service code 27 1200 MAIN STREET #1000 · KANSAS CITY, MO 64105 | Advisory (Plan) | $51,389 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $45,723 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $83,065 | $63,745+30.3% | $98,442-15.6% | $79,386+4.6% |
| Participation rate | 77.8% | 69.9%+8.0pp | 73.3%+4.5pp | 70.7%+7.1pp |
| Annual return | 12.64% | 625.80%-613.2pp | 1492.73%-1480.1pp | 116.85%-104.2pp |
| Employer contribution / active EE | $2,719 | $2,557+6.3% | $2,960-8.1% | $2,427+12.0% |
| Participant deferral / active EE | $4,706 | $3,303+42.5% | $4,276+10.1% | $4,046+16.3% |
| Admin fee / account holder | $439 | $516-14.8% | $5,949-92.6% | $626-29.9% |