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 | $37,656 |
BUMPERS & COMPANY2 years Service code 10 · EIN 51-0267254 | Accounting | $34,000 |
AVENUE ONE ADVISORS4 years Service code 27 · EIN 83-1838623 | Advisory (Plan) | $16,577 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,289 | $80,724-51.3% | $103,333-62.0% | $74,495-47.3% |
| Participation rate | 75.8% | 65.7%+10.2pp | 74.5%+1.3pp | 67.2%+8.6pp |
| Annual return | 6.44% | 27.56%-21.1pp | 24.88%-18.4pp | 1364.94%-1358.5pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,133 | $3,860-18.8% | $5,057-38.0% | $4,346-27.9% |
| Admin fee / account holder | $587 | $2,368-75.2% | $8,355-93.0% | $1,942-69.8% |