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 15 · EIN 59-3033722 | Recordkeeping | $1,500 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $638 |
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 | $35,748 | $55,449-35.5% | $83,848-57.4% | $56,287-36.5% |
| Participation rate | 79.5% | 68.0%+11.5pp | 76.1%+3.4pp | 69.9%+9.6pp |
| Annual return | -6.62% | -1.38%-5.2pp | 850.88%-857.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,082 | $2,430-55.5% | $3,631-70.2% | $2,111-48.8% |
| Participant deferral / active EE | $3,193 | $2,935+8.8% | $4,082-21.8% | $3,350-4.7% |
| Admin fee / account holder | $341 | $656-48.0% | $5,478-93.8% | $521-34.6% |