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 17 · EIN 13-5674085 | Pension Consulting | $39,162 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,426 |
Filed as: QUALIFIED PLAN ADMINISTRATORS, INC Service code 13 · EIN 62-1832817 | Contract Administrator | $8,684 |
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 | $119,687 | $55,415+116.0% | $155,509-23.0% | $74,495+60.7% |
| Participation rate | 83.6% | 61.9%+21.7pp | 78.2%+5.4pp | 67.2%+16.4pp |
| Annual return | 10.64% | 268.50%-257.9pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $5,804 | $2,267+156.0% | $4,672+24.2% | $2,623+121.3% |
| Participant deferral / active EE | $3,459 | $2,836+22.0% | $5,626-38.5% | $4,346-20.4% |
| Admin fee / account holder | $329 | $1,738-81.1% | $15,912-97.9% | $1,942-83.1% |