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 | $85,596 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $25,233 |
Filed as: PORTFOLIO EVALUATIONS, I Service code 13 · EIN 22-3189064 | Contract Administrator | $20,000 |
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 | $137,295 | $86,655+58.4% | $119,609+14.8% | $66,914+105.2% |
| Participation rate | 90.6% | 75.6%+15.0pp | 79.3%+11.3pp | 69.8%+20.8pp |
| Annual return | -15.71% | -8.00%-7.7pp | -14.97%-0.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,752 | $4,358-13.9% | $5,602-33.0% | $4,237-11.5% |
| Admin fee / account holder | $539 | $755-28.5% | $10,323-94.8% | $593-9.1% |