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 | $53,517 |
THE LEADERS GROUP INC1 year Service code 49 · EIN 84-1275292 | Other Services | $11,093 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,037 | $70,908-6.9% | $98,907-33.2% | $73,488-10.1% |
| Participation rate | 82.2% | 73.8%+8.4pp | 76.0%+6.2pp | 70.7%+11.5pp |
| Annual return | 38.29% | 34.17%+4.1pp | 196.43%-158.1pp | 28.51%+9.8pp |
| Employer contribution / active EE | $1,407 | $2,036-30.9% | $2,689-47.7% | $2,270-38.0% |
| Participant deferral / active EE | $3,218 | $3,500-8.1% | $4,244-24.2% | $3,740-14.0% |
| Admin fee / account holder | $435 | $535-18.7% | $6,642-93.4% | $513-15.2% |