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 | $34,007 |
Service code 49 · EIN 41-0973005 | Other Services | $15,918 |
ASSURANCE DIMENSIONS2 years Filed as: ASSURANCE DIMENTIONS Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,168 | $64,119-32.7% | $112,228-61.5% | $66,914-35.5% |
| Participation rate | 83.5% | 68.5%+15.0pp | 75.1%+8.4pp | 69.8%+13.7pp |
| Annual return | -12.04% | -13.81%+1.8pp | 27.45%-39.5pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,008 | $3,005-33.2% | $3,635-44.7% | $2,544-21.1% |
| Participant deferral / active EE | $3,225 | $3,693-12.7% | $4,728-31.8% | $4,237-23.9% |
| Admin fee / account holder | $356 | $625-43.1% | $6,410-94.4% | $593-40.0% |