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 13 · EIN 42-0127290 | Contract Administrator | $37,408 |
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 | $130,097 | $102,317+27.2% | $146,958-11.5% | $80,856+60.9% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.4pp | 67.6%+31.0pp |
| Annual return | 17.88% | 134.76%-116.9pp | 418.34%-400.5pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,702 | $3,713-27.2% | $4,933-45.2% | $2,755-1.9% |
| Participant deferral / active EE | $7,446 | $6,644+12.1% | $8,070-7.7% | $4,296+73.3% |
| Admin fee / account holder | $390 | $7,941-95.1% | $12,998-97.0% | $6,918-94.4% |