Filed October 14, 2025
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 13 · EIN 42-0127290 | Contract Administrator | $65,296 |
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 | $65,960 | $41,078+60.6% | $80,569-18.1% | $71,457-7.7% |
| Participation rate | 97.5% | 50.2%+47.3pp | 67.0%+30.5pp | 67.9%+29.6pp |
| Annual return | 19.62% | 38.45%-18.8pp | 935.43%-915.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,074 | $1,506-28.7% | $2,723-60.6% | $2,588-58.5% |
| Participant deferral / active EE | $4,252 | $2,699+57.5% | $4,447-4.4% | $4,289-0.9% |
| Admin fee / account holder | $307 | $1,840-83.3% | $5,377-94.3% | $1,587-80.6% |