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 27 · EIN 82-1364595 | Advisory (Plan) | $82,215 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50,611 |
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 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 | $88,071 | $31,252+181.8% | $75,826+16.1% | $55,725+58.0% |
| Participation rate | 92.0% | 71.3%+20.7pp | 68.2%+23.8pp | 70.9%+21.1pp |
| Annual return | -5.41% | 2.84%-8.2pp | 1914.15%-1919.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $7,284 | $1,260+478.3% | $1,913+280.7% | $2,078+250.5% |
| Participant deferral / active EE | $7,326 | $2,258+224.5% | $2,862+155.9% | $3,356+118.3% |
| Admin fee / account holder | $311 | $91+240.1% | $4,726-93.4% | $115+170.1% |