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 | $34,559 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,121 |
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 | $94,817 | $88,083+7.6% | $164,813-42.5% | $74,495+27.3% |
| Participation rate | 91.5% | 73.0%+18.5pp | 78.6%+12.9pp | 67.2%+24.3pp |
| Annual return | 15.98% | 17.26%-1.3pp | 69.93%-53.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $9,483 | $2,593+265.7% | $4,341+118.5% | $2,623+261.5% |
| Participant deferral / active EE | $5,536 | $4,498+23.1% | $6,031-8.2% | $4,346+27.4% |
| Admin fee / account holder | $538 | $2,234-75.9% | $12,690-95.8% | $1,942-72.3% |