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 |
|---|---|---|
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 · EIN 62-1532536 | Accounting | $19,796 |
KOSS-OLINGER CONSULTING, LLC3 years Filed as: KOSS OLINGER & COMPANY LLC Service code 27 2700 NW 43RD ST · GAINESVILLE, FL 32606 | Advisory (Plan) | $17,438 |
SVRPC, INC.3 years Service code 13 | Contract Administrator | $2,906 |
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 | $25,653 | $93,571-72.6% | $135,903-81.1% | $75,163-65.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.98% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,379 | $3,537-61.0% | $4,856-71.6% | $2,670-48.3% |
| Participant deferral / active EE | $3,401 | $6,404-46.9% | $7,758-56.2% | $4,125-17.6% |
| Admin fee / account holder | $350 | $6,975-95.0% | $10,762-96.8% | $5,651-93.8% |