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 |
|---|---|---|
STEVENS & LEE2 years Filed as: STEVEN & LEE Service code 29 · EIN 23-1886296 | Legal | $215,525 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $92,161 |
KOBAYASHI & COMPANY2 years Service code 10 · EIN 95-4297925 | Accounting | $37,000 |
KPMG LLP3 years Filed as: KPMG Service code 34 · EIN 13-5565207 | Valuation (appraisals, etc.); Other fees | $31,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,323 | $140,190+132.8% | $115,756+181.9% | $77,904+318.9% |
| Participation rate | 68.7% | 81.0%-12.3pp | 77.1%-8.4pp | 73.7%-5.0pp |
| Annual return | -2.48% | -13.46%+11.0pp | 143.14%-145.6pp | 12.21%-14.7pp |
| Employer contribution / active EE | $2,293 | $3,169-27.6% | $3,793-39.5% | $2,848-19.5% |
| Participant deferral / active EE | $5,591 | $5,401+3.5% | $6,254-10.6% | $4,806+16.3% |
| Admin fee / account holder | $243 | $138+75.7% | $8,124-97.0% | $133+83.5% |