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 27 · EIN 35-2552359 | Advisory (Plan) | $71,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,356 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,764 | $73,638+123.7% | $95,952+71.7% | $73,488+124.2% |
| Participation rate | 77.6% | 76.2%+1.4pp | 77.1%+0.5pp | 70.7%+6.9pp |
| Annual return | 13.40% | 16.78%-3.4pp | 91.61%-78.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,383 | $1,863-25.8% | $2,541-45.6% | $2,270-39.1% |
| Participant deferral / active EE | $6,355 | $3,617+75.7% | $4,167+52.5% | $3,740+69.9% |
| Admin fee / account holder | $369 | $482-23.4% | $6,795-94.6% | $513-28.0% |