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 37 · EIN 04-2647786 | Loan Processing | $24,746 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,527 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,877 | $54,701+51.5% | $86,188-3.8% | $71,457+16.0% |
| Participation rate | 93.2% | 60.1%+33.1pp | 69.0%+24.3pp | 67.9%+25.3pp |
| Annual return | 14.22% | 20.06%-5.8pp | 1168.45%-1154.2pp | 28.85%-14.6pp |
| Employer contribution / active EE | $639 | $1,265-49.5% | $2,380-73.2% | $2,588-75.3% |
| Participant deferral / active EE | $4,114 | $3,108+32.3% | $3,985+3.2% | $4,289-4.1% |
| Admin fee / account holder | $328 | $1,922-82.9% | $6,852-95.2% | $1,587-79.3% |