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 15 · EIN 16-1503696 | Recordkeeping | $55,311 |
Service code 16 320 6TH AVE SE · ABERDEEN, SD 57401 | Consulting | $20,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,147 | $88,083-18.1% | $164,813-56.2% | $74,495-3.2% |
| Participation rate | 92.3% | 73.0%+19.3pp | 78.6%+13.7pp | 67.2%+25.1pp |
| Annual return | 9.85% | 17.26%-7.4pp | 69.93%-60.1pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,266 | $2,593-12.6% | $4,341-47.8% | $2,623-13.6% |
| Participant deferral / active EE | $3,345 | $4,498-25.6% | $6,031-44.5% | $4,346-23.0% |
| Admin fee / account holder | $406 | $2,234-81.8% | $12,690-96.8% | $1,942-79.1% |