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 | $32,465 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $27,388 |
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).
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 | $79,496 | $82,978-4.2% | $129,995-38.8% | $71,457+11.2% |
| Participation rate | 89.8% | 74.1%+15.7pp | 78.5%+11.3pp | 67.9%+21.9pp |
| Annual return | -6.65% | 20.60%-27.3pp | -137.18%+130.5pp | 28.85%-35.5pp |
| Employer contribution / active EE | $4,735 | $2,622+80.6% | $4,320+9.6% | $2,588+83.0% |
| Participant deferral / active EE | $5,063 | $4,432+14.2% | $5,820-13.0% | $4,289+18.1% |
| Admin fee / account holder | $520 | $1,729-69.9% | $10,614-95.1% | $1,587-67.2% |