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 38-2722519 | Advisory (Plan) | $20,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,885 |
Service code 10 · EIN 27-3858252 | Accounting | $13,650 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,283 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,148 | $87,037+10.5% | $106,201-9.5% | $80,874+18.9% |
| Participation rate | 81.6% | 70.4%+11.1pp | 75.3%+6.3pp | 67.6%+13.9pp |
| Annual return | 11.82% | 17.05%-5.2pp | 116.26%-104.4pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,368 | $3,986+34.7% | $5,012+7.1% | $4,297+24.9% |
| Admin fee / account holder | $455 | $8,434-94.6% | $11,039-95.9% | $6,935-93.4% |