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 13 · EIN 42-0127290 | Contract Administrator | $58,560 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,177 |
Filed as: JONES NALE AND MATTINGLY PLC Service code 10 401 WEST MAIN STREET · LOUISVILLE, KY 40202 | Accounting | $13,000 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $10,074 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,555 | $79,013+8.3% | $100,391-14.8% | $74,495+14.8% |
| Participation rate | 99.3% | 79.5%+19.8pp | 81.5%+17.8pp | 67.2%+32.1pp |
| Annual return | 11.01% | 20.41%-9.4pp | 49.20%-38.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $4,834 | $3,021+60.0% | $3,942+22.6% | $2,623+84.3% |
| Participant deferral / active EE | $3,031 | $7,760-60.9% | $8,082-62.5% | $4,346-30.3% |
| Admin fee / account holder | $371 | $1,320-71.9% | $7,899-95.3% | $1,942-80.9% |