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 37 · EIN 04-2647786 | Loan Processing | $22,341 |
ROEDL & PARTNER2 years Service code 10 · EIN 58-2594719 | Accounting | $9,750 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,723 |
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).
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 | $47,744 | $81,208-41.2% | $98,907-51.7% | $79,858-40.2% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 8.89% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,209 | $1,960-38.3% | $2,689-55.0% | $2,471-51.1% |
| Participant deferral / active EE | $4,865 | $3,265+49.0% | $4,244+14.6% | $3,740+30.1% |
| Admin fee / account holder | $416 | $6,013-93.1% | $6,642-93.7% | $5,306-92.2% |