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 27 · EIN 71-0596922 | Advisory (Plan) | $50,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,392 |
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).
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 | $94,398 | $86,332+9.3% | $125,175-24.6% | $65,185+44.8% |
| Participation rate | 92.1% | 75.3%+16.8pp | 79.8%+12.3pp | 70.2%+21.9pp |
| Annual return | 19.41% | 27.43%-8.0pp | 43.79%-24.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,761 | $2,040+84.4% | $3,865-2.7% | $2,177+72.8% |
| Participant deferral / active EE | $3,273 | $3,537-7.5% | $4,937-33.7% | $3,514-6.9% |
| Admin fee / account holder | $514 | $609-15.6% | $9,702-94.7% | $847-39.3% |