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 |
|---|---|---|
B. CHAPIN2 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $21,092 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,036 |
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 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 | $61,175 | $81,474-24.9% | $133,956-54.3% | $73,488-16.8% |
| Participation rate | 84.5% | 76.4%+8.1pp | 79.8%+4.6pp | 70.7%+13.8pp |
| Annual return | 11.30% | 19.40%-8.1pp | 45.09%-33.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,820 | $2,209-17.6% | $3,919-53.6% | $2,270-19.8% |
| Participant deferral / active EE | $3,170 | $3,786-16.3% | $5,048-37.2% | $3,740-15.2% |
| Admin fee / account holder | $311 | $713-56.4% | $8,927-96.5% | $513-39.4% |