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 | $61,275 |
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 | $65,289 | $59,417+9.9% | $93,606-30.3% | $74,495-12.4% |
| Participation rate | 78.4% | 59.7%+18.8pp | 68.7%+9.7pp | 67.2%+11.2pp |
| Annual return | 10.88% | 81.83%-71.0pp | 133.20%-122.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $700 | $1,264-44.6% | $2,420-71.1% | $2,623-73.3% |
| Participant deferral / active EE | $4,424 | $3,050+45.0% | $4,411+0.3% | $4,346+1.8% |
| Admin fee / account holder | $464 | $3,021-84.6% | $8,285-94.4% | $1,942-76.1% |