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 | $57,316 |
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $18,591 |
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 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 | $50,153 | $65,376-23.3% | $87,100-42.4% | $65,185-23.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.13% | 31.27%-11.1pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,117 | $1,822+16.2% | $2,521-16.0% | $2,177-2.7% |
| Participant deferral / active EE | $2,815 | $3,388-16.9% | $4,049-30.5% | $3,514-19.9% |
| Admin fee / account holder | $425 | $520-18.3% | $7,497-94.3% | $847-49.9% |