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 | $67,435 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN, PC Service code 27 · EIN 22-2027092 | Advisory (Plan) | $60,280 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,000 |
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 | $146,879 | $91,538+60.5% | $129,995+13.0% | $75,163+95.4% |
| Participation rate | 96.3% | 71.4%+24.8pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 14.44% | -631.11%+645.5pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,708 | $4,341+8.4% | $5,820-19.1% | $4,125+14.1% |
| Admin fee / account holder | $644 | $6,790-90.5% | $10,614-93.9% | $5,651-88.6% |