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 | $20,276 |
LAWING FINANCIAL2+ years Service code 27 · EIN 48-1188446 | Advisory (Plan) | $19,554 |
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).
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 | $91,237 | $89,739+1.7% | $149,718-39.1% | $62,292+46.5% |
| Participation rate | 70.0% | 85.1%-15.1pp | 87.1%-17.1pp | 69.5%+0.5pp |
| Annual return | 14.49% | 21.01%-6.5pp | 1501.63%-1487.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,836 | $3,233-43.2% | $5,445-66.3% | $2,042-10.1% |
| Participant deferral / active EE | $3,924 | $4,797-18.2% | $6,569-40.3% | $3,169+23.8% |
| Admin fee / account holder | $356 | $551-35.4% | $11,283-96.8% | $479-25.7% |