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 | $74,941 |
MMA SECURITIES LLC2 years Service code 13 · EIN 52-2189187 | Contract Administrator | $18,337 |
STAMBAUGH NESS PC2 years Filed as: STAMBAUGH NESS Service code 10 220 ST CHARLES WAY · YORK, PA 17402 | Accounting | $13,000 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,205 | $93,571+167.4% | $135,903+84.1% | $75,163+232.9% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 17.69% | 30.90%-13.2pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $950 | $3,537-73.2% | $4,856-80.4% | $2,670-64.4% |
| Participant deferral / active EE | $13,079 | $6,404+104.2% | $7,758+68.6% | $4,125+217.1% |
| Admin fee / account holder | $776 | $6,975-88.9% | $10,762-92.8% | $5,651-86.3% |