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 | $77,258 |
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 | $228,979 | $58,208+293.4% | $81,812+179.9% | $80,856+183.2% |
| Participation rate | 83.8% | 63.4%+20.4pp | 72.3%+11.4pp | 67.6%+16.1pp |
| Annual return | 14.82% | 41.66%-26.8pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,677 | $2,340+142.6% | $2,912+94.9% | $2,755+106.1% |
| Participant deferral / active EE | $15,657 | $3,281+377.2% | $4,319+262.6% | $4,296+264.5% |
| Admin fee / account holder | $328 | $4,981-93.4% | $7,386-95.6% | $6,918-95.3% |