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 | Advisory (Plan) | $119,583 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,412 | $82,664+117.0% | $125,339+43.1% | $68,494+161.9% |
| Participation rate | 78.9% | 75.0%+3.9pp | 82.4%-3.4pp | 67.9%+11.1pp |
| Annual return | -12.42% | -5.97%-6.4pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,436 | $3,381-27.9% | $4,814-49.4% | $2,596-6.2% |
| Participant deferral / active EE | $4,846 | $6,110-20.7% | $7,446-34.9% | $4,027+20.3% |
| Admin fee / account holder | $1,272 | $6,275-79.7% | $10,010-87.3% | $5,403-76.5% |