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.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $56,800 |
MONETA GROUP LLC2+ years Service code 27 · EIN 20-1903821 | Advisory (Plan) | $46,739 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $10,218 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $80,998 | $79,171+2.3% | $102,423-20.9% | $74,495+8.7% |
| Participation rate | 79.7% | 74.8%+4.9pp | 76.5%+3.3pp | 67.2%+12.5pp |
| Annual return | 12.10% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,870 | $2,362-20.9% | $3,023-38.2% | $2,623-28.7% |
| Participant deferral / active EE | $6,151 | $4,415+39.3% | $5,053+21.7% | $4,346+41.5% |
| Admin fee / account holder | $388 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |