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 64 · EIN 71-0294708 | Recordkeeping Fees | $28,787 |
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 | $34,903 | $55,472-37.1% | $155,567-77.6% | $74,546-53.2% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 21.72% | 268.72%-247.0pp | 64.74%-43.0pp | 1366.03%-1344.3pp |
| Employer contribution / active EE | $3,681 | $2,269+62.2% | $4,674-21.3% | $2,624+40.3% |
| Participant deferral / active EE | $6,737 | $2,838+137.4% | $5,628+19.7% | $4,347+55.0% |
| Admin fee / account holder | $328 | $1,743-81.2% | $15,916-97.9% | $1,944-83.1% |