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 27 · EIN 35-2552359 | Advisory (Plan) | $35,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,160 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,877 | $89,652-3.1% | $141,162-38.5% | $65,185+33.3% |
| Participation rate | 71.1% | 74.7%-3.6pp | 82.5%-11.3pp | 70.2%+0.9pp |
| Annual return | 160.63% | 32.79%+127.8pp | 71.39%+89.2pp | 29.38%+131.2pp |
| Employer contribution / active EE | $1,882 | $3,065-38.6% | $4,735-60.2% | $2,177-13.5% |
| Participant deferral / active EE | $4,322 | $5,691-24.1% | $6,709-35.6% | $3,514+23.0% |
| Admin fee / account holder | $362 | $569-36.4% | $10,261-96.5% | $847-57.3% |