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 | $1,350 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $545 |
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 | $46,519 | $63,114-26.3% | $92,893-49.9% | $65,185-28.6% |
| Participation rate | 72.6% | 68.8%+3.8pp | 76.0%-3.4pp | 70.2%+2.4pp |
| Annual return | 17.97% | 28.75%-10.8pp | 109.41%-91.4pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,139 | $2,571-55.7% | $3,653-68.8% | $2,177-47.7% |
| Participant deferral / active EE | $3,420 | $3,108+10.0% | $4,236-19.3% | $3,514-2.7% |
| Admin fee / account holder | $400 | $624-35.9% | $5,794-93.1% | $847-52.8% |