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 |
|---|---|---|
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $29,442 |
AGRI-INVEST, LLC1 year Service code 28 · EIN 16-1558455 | Investment Management | $5,052 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,808 | $62,603+29.1% | $104,294-22.5% | $66,914+20.8% |
| Participation rate | 80.0% | 59.6%+20.4pp | 73.3%+6.7pp | 69.8%+10.2pp |
| Annual return | -14.32% | -14.70%+0.4pp | 24.61%-38.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,288 | $1,972+16.0% | $3,372-32.1% | $2,544-10.1% |
| Participant deferral / active EE | $4,507 | $2,853+58.0% | $4,625-2.6% | $4,237+6.4% |
| Admin fee / account holder | $367 | $656-44.0% | $7,339-95.0% | $593-38.1% |