Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 64 · EIN 04-2647786 | Recordkeeping Fees | $2,066 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,052 | $101,499-22.1% | $147,005-46.2% | $74,546+6.0% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.2%-5.2pp | 67.2%+9.7pp |
| Annual return | 14.62% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,885 | $3,811-24.3% | $4,934-41.5% | $2,624+9.9% |
| Participant deferral / active EE | $6,555 | $7,304-10.3% | $8,070-18.8% | $4,347+50.8% |
| Admin fee / account holder | $341 | $1,748-80.5% | $13,006-97.4% | $1,944-82.4% |