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 | $39,903 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 13 | Contract Administrator | $3,086 |
Filed as: RETIREMENT PLAN SOLUTIONS LLC Service code 13 PO BOX 593 · HOLLIDAYSBURG, PA 16648 | Contract Administrator | $1,521 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,174 | $101,883+28.7% | $453,369-71.1% | $85,850+52.8% |
| Participation rate | 96.6% | 72.3%+24.3pp | 78.0%+18.6pp | 69.3%+27.3pp |
| Annual return | 16.66% | 25.38%-8.7pp | 64.40%-47.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $4,605 | $2,847+61.7% | $4,070+13.1% | $2,565+79.5% |
| Participant deferral / active EE | $11,529 | $4,782+141.1% | $6,209+85.7% | $3,952+191.7% |
| Admin fee / account holder | $324 | $5,706-94.3% | $11,209-97.1% | $6,260-94.8% |