See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DRIVEN PSC1 year Filed as: DRIVEN Service code 10 · EIN 66-0961896 | Accounting | $13,049 |
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $11,991 |
Filed as: MASS MUTUAL Service code 26 273 PONCE DE LEON AVE · SAN JUAN, PR 00917 | Advisory (Participants) | $7,159 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,841 | $48,230-63.0% | $67,502-73.6% | $80,856-77.9% |
| Participation rate | 93.4% | 66.4%+27.0pp | 72.9%+20.5pp | 67.6%+25.8pp |
| Annual return | 12.90% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,751 | $2,020-13.3% | $2,731-35.9% | $2,755-36.4% |
| Participant deferral / active EE | $2,520 | $2,924-13.8% | $4,000-37.0% | $4,296-41.3% |
| Admin fee / account holder | $382 | $3,681-89.6% | $3,998-90.5% | $6,918-94.5% |