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 | $3,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,549 | $101,317-39.3% | $146,958-58.1% | $74,495-17.4% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 12.44% | 8730.91%-8718.5pp | 418.34%-405.9pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,376 | $3,810-11.4% | $4,933-31.6% | $2,623+28.7% |
| Participant deferral / active EE | $6,339 | $7,303-13.2% | $8,070-21.5% | $4,346+45.9% |
| Admin fee / account holder | $395 | $1,739-77.3% | $12,998-97.0% | $1,942-79.7% |