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 04-2675571 | Advisory (Plan) | $46,095 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,317 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,394 | $73,638+41.8% | $95,952+8.8% | $73,488+42.1% |
| Participation rate | 78.7% | 76.2%+2.6pp | 77.1%+1.7pp | 70.7%+8.1pp |
| Annual return | 83.55% | 16.78%+66.8pp | 91.61%-8.1pp | 28.51%+55.0pp |
| Employer contribution / active EE | $1,041 | $1,863-44.1% | $2,541-59.0% | $2,270-54.2% |
| Participant deferral / active EE | $5,192 | $3,617+43.6% | $4,167+24.6% | $3,740+38.8% |
| Admin fee / account holder | $370 | $482-23.3% | $6,795-94.6% | $513-27.9% |