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 | $1,875 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $554 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,281 | $69,362-16.0% | $101,248-42.4% | $73,488-20.7% |
| Participation rate | 71.6% | 68.4%+3.2pp | 75.8%-4.2pp | 70.7%+0.9pp |
| Annual return | 14.53% | 18.46%-3.9pp | 46.47%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,182 | $2,628-55.0% | $3,660-67.7% | $2,270-47.9% |
| Participant deferral / active EE | $3,627 | $3,300+9.9% | $4,370-17.0% | $3,740-3.0% |
| Admin fee / account holder | $433 | $704-38.4% | $5,945-92.7% | $513-15.5% |