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 | $88,087-18.1% | $164,866-56.2% | $74,546-3.2% |
| Participation rate | 92.3% | 73.1%+19.2pp | 78.6%+13.7pp | 67.2%+25.1pp |
| Annual return | 9.85% | 17.27%-7.4pp | 69.97%-60.1pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $2,266 | $2,595-12.7% | $4,343-47.8% | $2,624-13.7% |
| Participant deferral / active EE | $3,345 | $4,499-25.7% | $6,033-44.6% | $4,347-23.1% |
| Admin fee / account holder | $406 | $2,232-81.8% | $12,689-96.8% | $1,944-79.1% |