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 13-3689044 | Recordkeeping | $139,672 |
Filed as: TEAL, BECKER AND CHIARAMONTE PC Service code 10 · EIN 14-1624930 | Accounting | $10,500 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE NETWORK LLC Service code 22 · EIN 06-1555494 | Insurance Broker | $0 |
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 | $74,736 | $92,971-19.6% | $96,683-22.7% | $74,419+0.4% |
| Participation rate | 73.0% | 71.5%+1.5pp | 74.3%-1.3pp | 70.7%+2.3pp |
| Annual return | 19.09% | 37.49%-18.4pp | 35.69%-16.6pp | 34.38%-15.3pp |
| Employer contribution / active EE | $5,273 | $3,426+53.9% | $3,737+41.1% | $2,637+99.9% |
| Participant deferral / active EE | $5,779 | $3,970+45.6% | $4,878+18.5% | $4,528+27.6% |
| Admin fee / account holder | $326 | $633-48.5% | $6,730-95.2% | $348-6.4% |