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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $54,039 |
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 | $43,312 | $66,310-34.7% | $93,606-53.7% | $65,185-33.6% |
| Participation rate | 81.1% | 74.0%+7.1pp | 75.8%+5.3pp | 70.2%+10.9pp |
| Annual return | 18.83% | 42.58%-23.8pp | 32.76%-13.9pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,183 | $2,012-41.2% | $2,718-56.5% | $2,177-45.6% |
| Participant deferral / active EE | $3,399 | $3,342+1.7% | $4,069-16.5% | $3,514-3.3% |
| Admin fee / account holder | $334 | $6,897-95.2% | $7,888-95.8% | $847-60.6% |