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 | $55,879 |
Filed as: INVESTMENT RESEARCH & AD Service code 27 · EIN 58-1989031 | Advisory (Plan) | $32,005 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,938 | $88,083+187.2% | $164,813+53.5% | $74,495+239.5% |
| Participation rate | 63.2% | 73.0%-9.8pp | 78.6%-15.4pp | 67.2%-4.0pp |
| Annual return | 11.58% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $4,051 | $2,593+56.2% | $4,341-6.7% | $2,623+54.5% |
| Participant deferral / active EE | $5,778 | $4,498+28.5% | $6,031-4.2% | $4,346+33.0% |
| Admin fee / account holder | $442 | $2,234-80.2% | $12,690-96.5% | $1,942-77.3% |