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 43-1451524 | Advisory (Plan) | $41,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,557 |
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 | $152,535 | $73,360+107.9% | $177,989-14.3% | $74,495+104.8% |
| Participation rate | 87.1% | 66.6%+20.4pp | 77.1%+10.0pp | 67.2%+19.8pp |
| Annual return | 22.07% | 17.49%+4.6pp | 294.48%-272.4pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $7,241 | $2,216+226.7% | $3,949+83.4% | $2,623+176.0% |
| Participant deferral / active EE | $14,119 | $4,513+212.8% | $6,276+125.0% | $4,346+224.9% |
| Admin fee / account holder | $386 | $1,808-78.7% | $10,363-96.3% | $1,942-80.1% |