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 | $15,417 |
Filed as: ALDRICH ADVISORS Service code 10 · EIN 93-0623286 | Accounting | $14,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,097 | $78,672-35.0% | $109,143-53.2% | $85,850-40.5% |
| Participation rate | 89.1% | 68.3%+20.8pp | 75.9%+13.2pp | 69.3%+19.7pp |
| Annual return | 15.24% | 25.09%-9.8pp | 25.75%-10.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $15,205 | $2,735+456.0% | $3,722+308.5% | $2,565+492.8% |
| Participant deferral / active EE | $483 | $3,467-86.1% | $4,653-89.6% | $3,952-87.8% |
| Admin fee / account holder | $338 | $5,469-93.8% | $6,752-95.0% | $6,260-94.6% |