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 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $117,129 |
WISS & COMPANY, LLP2 years Service code 10 · EIN 22-1732349 | Accounting | $18,690 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $287,113 | $55,449+417.8% | $83,848+242.4% | $56,287+410.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.71% | -1.38%-2.3pp | 850.88%-854.6pp | -9.96%+6.3pp |
| Employer contribution / active EE | $3,902 | $2,430+60.5% | $3,631+7.5% | $2,111+84.8% |
| Participant deferral / active EE | $10,580 | $2,935+260.4% | $4,082+159.2% | $3,350+215.9% |
| Admin fee / account holder | $588 | $656-10.4% | $5,478-89.3% | $521+12.9% |