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 37 · EIN 04-2647786 | Loan Processing | $31,323 |
Service code 27 · EIN 23-3034280 | Advisory (Plan) | $31,006 |
KREISCHER MILLER2 years Service code 10 · EIN 23-1980475 | Accounting | $10,629 |
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).
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 | $112,208 | $58,083+93.2% | $80,019+40.2% | $56,287+99.4% |
| Participation rate | 76.6% | 73.6%+3.0pp | 75.8%+0.8pp | 69.9%+6.8pp |
| Annual return | -5.73% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $719 | $1,932-62.8% | $2,468-70.9% | $2,111-65.9% |
| Participant deferral / active EE | $3,970 | $3,135+26.6% | $3,686+7.7% | $3,350+18.5% |
| Admin fee / account holder | $572 | $623-8.2% | $6,521-91.2% | $521+9.8% |