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 15 · EIN 48-1205033 | Recordkeeping | $42,917 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,383 | $66,302+4.6% | $110,238-37.1% | $56,287+23.3% |
| Participation rate | 72.7% | 74.9%-2.2pp | 79.8%-7.1pp | 69.9%+2.9pp |
| Annual return | -4.75% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,244 | $2,047+9.6% | $3,826-41.4% | $2,111+6.3% |
| Participant deferral / active EE | $3,251 | $3,381-3.9% | $4,672-30.4% | $3,350-2.9% |
| Admin fee / account holder | $383 | $698-45.1% | $8,547-95.5% | $521-26.4% |