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 21 · EIN 66-0561870 | Bank Trustee | $39,045 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,369 | $72,177+43.2% | $115,037-10.1% | $59,632+73.3% |
| Participation rate | 95.4% | 72.6%+22.8pp | 81.4%+14.0pp | 68.7%+26.7pp |
| Annual return | -2.60% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $498 | $2,841-82.5% | $4,608-89.2% | $2,203-77.4% |
| Participant deferral / active EE | $2,973 | $4,783-37.8% | $6,026-50.7% | $3,192-6.9% |
| Admin fee / account holder | $494 | $4,927-90.0% | $8,175-94.0% | $4,297-88.5% |