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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 | $41,225 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $12,935 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,182 | $55,472-56.4% | $155,567-84.5% | $74,546-67.6% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 16.40% | 268.72%-252.3pp | 64.74%-48.3pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $843 | $2,269-62.9% | $4,674-82.0% | $2,624-67.9% |
| Participant deferral / active EE | $1,933 | $2,838-31.9% | $5,628-65.7% | $4,347-55.5% |
| Admin fee / account holder | $256 | $1,743-85.3% | $15,916-98.4% | $1,944-86.8% |