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 01-0233346 | Recordkeeping | $500 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,606 | $46,732+155.9% | $156,549-23.6% | $55,167+116.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 25.46% | 17.72%+7.7pp | 32.23%-6.8pp | 169.23%-143.8pp |
| Employer contribution / active EE | $7,553 | $2,105+258.8% | $5,501+37.3% | $1,963+284.9% |
| Participant deferral / active EE | $5,441 | $2,204+146.8% | $4,871+11.7% | $3,054+78.1% |
| Admin fee / account holder | $403 | $418-3.6% | $13,027-96.9% | $504-19.9% |