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 | $29,805 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $26,608 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,736 | $80,673-3.6% | $101,326-23.3% | $84,808-8.3% |
| Participation rate | 85.9% | 77.8%+8.1pp | 81.5%+4.4pp | 68.3%+17.6pp |
| Annual return | 18.62% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,697 | $6,840+100.2% | $7,994+71.3% | $4,212+225.2% |
| Admin fee / account holder | $437 | $12,784-96.6% | $11,185-96.1% | $7,344-94.0% |