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 5-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 |
|---|---|---|
Filed as: NICHOLS, CAULEY & ASSOCIAES, LLC Service code 10 · EIN 58-2475857 | Accounting | $28,300 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $22,084 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 16 · EIN 33-0785439 | Consulting | $17,280 |
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 | $53,679 | $101,317-47.0% | $146,958-63.5% | $74,495-27.9% |
| Participation rate | 81.7% | 75.5%+6.2pp | 82.2%-0.5pp | 67.2%+14.5pp |
| Annual return | 13.52% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $981 | $3,810-74.2% | $4,933-80.1% | $2,623-62.6% |
| Participant deferral / active EE | $6,461 | $7,303-11.5% | $8,070-19.9% | $4,346+48.7% |
| Admin fee / account holder | $481 | $1,739-72.3% | $12,998-96.3% | $1,942-75.2% |