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 59-1531281 | Advisory (Plan) | $102,277 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,461 |
ERISA SERVICES, INC.3 years Service code 15 · EIN 62-1200951 | Recordkeeping | $13,990 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,010 | $85,135-27.2% | $98,907-37.3% | $73,409-15.5% |
| Participation rate | 79.6% | 81.1%-1.6pp | 76.0%+3.5pp | 72.2%+7.4pp |
| Annual return | 17.49% | 19.14%-1.6pp | 196.43%-178.9pp | 59.29%-41.8pp |
| Employer contribution / active EE | $616 | $2,721-77.4% | $2,689-77.1% | $2,234-72.4% |
| Participant deferral / active EE | $2,423 | $4,349-44.3% | $4,244-42.9% | $3,805-36.3% |
| Admin fee / account holder | $747 | $139+436.3% | $6,642-88.8% | $158+373.0% |