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 |
|---|---|---|
MARK NARDELLA6+ years Filed as: MARK TOMEI Service code 61 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Finders' fees / placement fees | $20,898 |
EPLAN ADVISORS, LLC5 years Service code 17 · EIN 36-1543746 | Pension Consulting | $10,841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,569 | $91,517-42.6% | $101,248-48.1% | $73,409-28.4% |
| Participation rate | 25.9% | 73.8%-47.9pp | 75.8%-50.0pp | 72.2%-46.3pp |
| Annual return | 11.95% | 17.17%-5.2pp | 46.47%-34.5pp | 59.29%-47.3pp |
| Employer contribution / active EE | $857 | $2,877-70.2% | $3,660-76.6% | $2,234-61.6% |
| Participant deferral / active EE | $1,721 | $3,338-48.5% | $4,370-60.6% | $3,805-54.8% |
| Admin fee / account holder | $345 | $216+59.7% | $5,945-94.2% | $158+118.3% |