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 60 · EIN 04-2647786 | Sub-TA Fees | $22,166 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $17,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,745 | $43,723+20.6% | $121,196-56.5% | $64,186-17.8% |
| Participation rate | 95.5% | 58.3%+37.2pp | 71.7%+23.8pp | 69.6%+25.9pp |
| Annual return | -7.72% | 68.91%-76.6pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,168 | $1,296+144.4% | $4,022-21.2% | $2,381+33.0% |
| Participant deferral / active EE | $5,534 | $2,280+142.8% | $3,344+65.5% | $3,470+59.5% |
| Admin fee / account holder | $307 | $3,501-91.2% | $5,019-93.9% | $4,888-93.7% |