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 | $26,145 |
Service code 27 · EIN 47-1880154 | Advisory (Plan) | $19,997 |
JONES, NALE & MATTINGLY PLC10+ years Filed as: JONES, NALE & MATTINGLY Service code 10 · EIN 61-0420207 | Accounting | $14,300 |
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 | $44,888 | $79,700-43.7% | $153,485-70.8% | $74,495-39.7% |
| Participation rate | 92.2% | 69.8%+22.4pp | 77.1%+15.1pp | 67.2%+25.0pp |
| Annual return | 14.51% | 15.07%-0.6pp | 15.65%-1.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,448 | $4,016-64.0% | $5,039-71.3% | $2,623-44.8% |
| Participant deferral / active EE | $2,232 | $5,315-58.0% | $6,757-67.0% | $4,346-48.6% |
| Admin fee / account holder | $426 | $1,790-76.2% | $12,724-96.7% | $1,942-78.1% |