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 | $52,610 |
NEW WEALTH ADVISORS, LLC5 years Service code 27 · EIN 04-3540481 | Advisory (Plan) | $20,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,597 | $52,279+61.8% | $89,391-5.4% | $79,858+5.9% |
| Participation rate | 89.2% | 57.5%+31.7pp | 68.0%+21.3pp | 69.6%+19.6pp |
| Annual return | 12.94% | 22.16%-9.2pp | 245.62%-232.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,033 | $1,572+93.0% | $2,586+17.3% | $2,471+22.8% |
| Participant deferral / active EE | $7,778 | $2,740+183.8% | $3,890+99.9% | $3,740+108.0% |
| Admin fee / account holder | $355 | $3,356-89.4% | $4,881-92.7% | $5,306-93.3% |