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 | $49,073 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 58-1989031 | Advisory (Plan) | $31,729 |
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 | $219,069 | $82,978+164.0% | $129,995+68.5% | $71,457+206.6% |
| Participation rate | 71.9% | 74.1%-2.2pp | 78.5%-6.6pp | 67.9%+4.0pp |
| Annual return | 15.03% | 20.60%-5.6pp | -137.18%+152.2pp | 28.85%-13.8pp |
| Employer contribution / active EE | $5,170 | $2,622+97.2% | $4,320+19.7% | $2,588+99.8% |
| Participant deferral / active EE | $6,456 | $4,432+45.7% | $5,820+10.9% | $4,289+50.5% |
| Admin fee / account holder | $388 | $1,729-77.5% | $10,614-96.3% | $1,587-75.5% |