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 16-1450962 | Recordkeeping | $94,584 |
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 | $156,666 | $64,119+144.3% | $112,228+39.6% | $66,914+134.1% |
| Participation rate | 81.6% | 68.5%+13.1pp | 75.1%+6.5pp | 69.8%+11.8pp |
| Annual return | 4.90% | -13.81%+18.7pp | 27.45%-22.6pp | 1.58%+3.3pp |
| Employer contribution / active EE | $7,646 | $3,005+154.4% | $3,635+110.4% | $2,544+200.5% |
| Participant deferral / active EE | $2,284 | $3,693-38.1% | $4,728-51.7% | $4,237-46.1% |
| Admin fee / account holder | $602 | $625-3.6% | $6,410-90.6% | $593+1.5% |