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 15 · EIN 01-0233346 | Recordkeeping | $952 |
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 | $102,815 | $96,484+6.6% | $156,263-34.2% | $74,304+38.4% |
| Participation rate | 77.1% | 67.7%+9.5pp | 78.9%-1.8pp | 60.3%+16.8pp |
| Annual return | 13.25% | 17.73%-4.5pp | 59.47%-46.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,659 | $2,528-34.4% | $4,333-61.7% | $2,241-26.0% |
| Participant deferral / active EE | $4,774 | $4,286+11.4% | $6,158-22.5% | $3,767+26.7% |
| Admin fee / account holder | $727 | $3,728-80.5% | $14,255-94.9% | $2,969-75.5% |