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 | $135,133 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $564,284 | $55,415+918.3% | $155,509+262.9% | $74,495+657.5% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 18.35% | 268.50%-250.1pp | 64.67%-46.3pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $12,862 | $2,267+467.3% | $4,672+175.3% | $2,623+390.4% |
| Participant deferral / active EE | $7,293 | $2,836+157.2% | $5,626+29.6% | $4,346+67.8% |
| Admin fee / account holder | $424 | $1,738-75.6% | $15,912-97.3% | $1,942-78.2% |