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 | $575 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,643 | $50,666-23.7% | $76,817-49.7% | $65,185-40.7% |
| Participation rate | 76.6% | 68.8%+7.8pp | 72.1%+4.5pp | 70.2%+6.4pp |
| Annual return | 19.35% | 28.51%-9.2pp | 1166.11%-1146.8pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,376 | $1,575-12.6% | $2,302-40.2% | $2,177-36.8% |
| Participant deferral / active EE | $2,065 | $2,647-22.0% | $3,336-38.1% | $3,514-41.2% |
| Admin fee / account holder | $437 | $463-5.6% | $6,420-93.2% | $847-48.4% |