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 27 · EIN 82-1364595 | Advisory (Plan) | $34,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,643 | $78,422+75.5% | $95,952+43.5% | $79,858+72.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.62% | 19.37%-9.8pp | 91.61%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $6,317 | $1,945+224.8% | $2,541+148.6% | $2,471+155.7% |
| Participant deferral / active EE | $6,414 | $3,440+86.5% | $4,167+53.9% | $3,740+71.5% |
| Admin fee / account holder | $485 | $5,622-91.4% | $6,795-92.9% | $5,306-90.9% |