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) | $68,757 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,732 |
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 | $104,785 | $28,601+266.4% | $71,735+46.1% | $66,914+56.6% |
| Participation rate | 89.2% | 56.7%+32.5pp | 62.3%+26.9pp | 69.8%+19.4pp |
| Annual return | -16.55% | -10.90%-5.7pp | 9.14%-25.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $7,340 | $1,104+564.8% | $1,704+330.8% | $2,544+188.5% |
| Participant deferral / active EE | $9,127 | $1,912+377.4% | $2,658+243.4% | $4,237+115.4% |
| Admin fee / account holder | $321 | $506-36.5% | $3,974-91.9% | $593-45.8% |