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 | $60,571 |
NEW WEALTH ADVISORS, LLC6 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,217 | $79,694+9.4% | $96,139-9.3% | $79,386+9.9% |
| Participation rate | 92.8% | 54.0%+38.8pp | 68.4%+24.3pp | 70.7%+22.1pp |
| Annual return | 13.56% | 40.84%-27.3pp | 191.94%-178.4pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $8,861 | $2,539+249.0% | $4,349+103.7% | $4,046+119.0% |
| Admin fee / account holder | $367 | $630-41.7% | $5,537-93.4% | $626-41.4% |