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 27-4036926 | Contract Administrator | $59,709 |
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 | $52,305 | $63,745-17.9% | $98,442-46.9% | $79,386-34.1% |
| Participation rate | 78.2% | 69.9%+8.3pp | 73.3%+4.8pp | 70.7%+7.5pp |
| Annual return | 12.80% | 625.80%-613.0pp | 1492.73%-1479.9pp | 116.85%-104.1pp |
| Employer contribution / active EE | $768 | $2,557-70.0% | $2,960-74.1% | $2,427-68.4% |
| Participant deferral / active EE | $3,852 | $3,303+16.6% | $4,276-9.9% | $4,046-4.8% |
| Admin fee / account holder | $519 | $516+0.7% | $5,949-91.3% | $626-17.1% |