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 27 · EIN 74-2794194 | Advisory (Plan) | $22,099 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,736 |
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 | $43,969 | $73,102-39.9% | $123,544-64.4% | $56,287-21.9% |
| Participation rate | 70.1% | 74.3%-4.2pp | 82.3%-12.2pp | 69.9%+0.2pp |
| Annual return | -3.95% | 3.01%-7.0pp | 119.20%-123.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,287 | $2,977+10.4% | $4,628-29.0% | $2,111+55.7% |
| Participant deferral / active EE | $6,431 | $5,423+18.6% | $6,426+0.1% | $3,350+92.0% |
| Admin fee / account holder | $304 | $554-45.1% | $9,284-96.7% | $521-41.6% |