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 | $36,822 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,829 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $86,655-8.8% | $119,609-33.9% | $66,914+18.1% |
| Participation rate | 94.5% | 75.6%+18.9pp | 79.3%+15.2pp | 69.8%+24.7pp |
| Annual return | 5.17% | -8.00%+13.2pp | -14.97%+20.1pp | 1.58%+3.6pp |
| Employer contribution / active EE | $4,520 | $2,536+78.3% | $4,232+6.8% | $2,544+77.7% |
| Participant deferral / active EE | $4,900 | $4,358+12.4% | $5,602-12.5% | $4,237+15.7% |
| Admin fee / account holder | $599 | $755-20.7% | $10,323-94.2% | $593+0.9% |