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 | $104,139 |
EMBREE FINANCIAL GROUP2 years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $50,577 |
PENSION PROFESSIONALS, INC.2 years Service code 49 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Other Services | $6,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,909 | $46,423+16.1% | $75,886-29.0% | $67,579-20.2% |
| Participation rate | 67.7% | 63.1%+4.6pp | 69.3%-1.6pp | 71.3%-3.6pp |
| Annual return | 28.77% | 32.29%-3.5pp | 30.76%-2.0pp | 378.56%-349.8pp |
| Employer contribution / active EE | $612 | $1,406-56.5% | $2,500-75.5% | $2,148-71.5% |
| Participant deferral / active EE | $5,021 | $2,564+95.8% | $3,603+39.4% | $3,539+41.9% |
| Admin fee / account holder | $352 | $132+167.0% | $5,418-93.5% | $142+147.3% |