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 | $52,664 |
REHMANN ROBSON2 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $22,470 |
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 | $42,635 | $73,638-42.1% | $95,952-55.6% | $73,488-42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.54% | 16.78%-5.2pp | 91.61%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,380 | $1,863+27.7% | $2,541-6.3% | $2,270+4.8% |
| Participant deferral / active EE | $3,758 | $3,617+3.9% | $4,167-9.8% | $3,740+0.5% |
| Admin fee / account holder | $327 | $482-32.1% | $6,795-95.2% | $513-36.2% |