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 37 · EIN 04-2647786 | Loan Processing | $41,279 |
DAVIE KAPLAN1 year Service code 10 · EIN 16-1182991 | Accounting | $9,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,898 | $48,576+115.9% | $169,463-38.1% | $56,287+86.4% |
| Participation rate | 77.6% | 65.8%+11.8pp | 77.8%-0.2pp | 69.9%+7.8pp |
| Annual return | -5.27% | -2.51%-2.8pp | 1.83%-7.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,630 | $1,559+4.6% | $4,159-60.8% | $2,111-22.8% |
| Participant deferral / active EE | $5,052 | $3,275+54.3% | $5,277-4.2% | $3,350+50.8% |
| Admin fee / account holder | $1,259 | $435+189.3% | $9,109-86.2% | $521+141.7% |