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 | $75,274 |
MMA SECURITIES LLC1 year Service code 13 · EIN 52-2189187 | Contract Administrator | $21,671 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $16,638 |
STAMBAUGH NESS PC1 year Filed as: STAMBAUGH NESS Service code 10 · EIN 23-2846715 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,247 | $84,487+151.2% | $125,339+69.3% | $66,914+217.2% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | -19.15% | -8.39%-10.8pp | 572.05%-591.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,446 | $3,553-59.3% | $4,814-70.0% | $2,544-43.2% |
| Participant deferral / active EE | $11,930 | $6,781+75.9% | $7,446+60.2% | $4,237+181.6% |
| Admin fee / account holder | $970 | $685+41.6% | $10,010-90.3% | $593+63.5% |