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 30-0219031 | Recordkeeping | $108,241 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,061 | $72,607+121.8% | $90,749+77.5% | $66,914+140.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -16.03% | -12.28%-3.8pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,807 | $2,369+102.9% | $2,921+64.6% | $2,544+88.9% |
| Participant deferral / active EE | $4,398 | $3,977+10.6% | $4,564-3.6% | $4,237+3.8% |
| Admin fee / account holder | $762 | $707+7.8% | $8,445-91.0% | $593+28.5% |