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 | $41,522 |
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 | $31,288 | $76,670-59.2% | $96,683-67.6% | $71,457-56.2% |
| Participation rate | 82.0% | 66.6%+15.4pp | 74.3%+7.6pp | 67.9%+14.0pp |
| Annual return | 15.88% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,329 | $3,031-56.2% | $3,737-64.4% | $2,588-48.6% |
| Participant deferral / active EE | $3,984 | $3,771+5.7% | $4,878-18.3% | $4,289-7.1% |
| Admin fee / account holder | $352 | $2,028-82.7% | $6,730-94.8% | $1,587-77.8% |