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 13-3180631 | Advisory (Plan) | $22,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,846 |
Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $14,333 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,373 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,460 | $94,625+31.5% | $116,228+7.1% | $84,808+46.8% |
| Participation rate | 83.8% | 70.4%+13.3pp | 74.6%+9.2pp | 68.3%+15.5pp |
| Annual return | 16.89% | 20.40%-3.5pp | 90.06%-73.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4 | $2,347-99.8% | $2,994-99.9% | $2,631-99.8% |
| Participant deferral / active EE | $5,089 | $3,972+28.1% | $4,953+2.7% | $4,212+20.8% |
| Admin fee / account holder | $567 | $10,091-94.4% | $11,989-95.3% | $7,344-92.3% |