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 | $44,739 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 58-1989031 | Advisory (Plan) | $30,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $194,501 | $86,655+124.5% | $119,609+62.6% | $66,914+190.7% |
| Participation rate | 62.9% | 75.6%-12.7pp | 79.3%-16.4pp | 69.8%-6.9pp |
| Annual return | -13.92% | -8.00%-5.9pp | -14.97%+1.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,625 | $2,536+82.4% | $4,232+9.3% | $2,544+81.8% |
| Participant deferral / active EE | $5,733 | $4,358+31.5% | $5,602+2.3% | $4,237+35.3% |
| Admin fee / account holder | $372 | $755-50.7% | $10,323-96.4% | $593-37.3% |