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 13 · EIN 42-0127290 | Contract Administrator | $37,790 |
Service code 27 · EIN 41-1486060 | Advisory (Plan) | $33,711 |
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 | $157,269 | $98,750+59.3% | $149,696+5.1% | $79,858+96.9% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 13.87% | 27.43%-13.6pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,156 | $3,216+29.2% | $4,644-10.5% | $2,471+68.2% |
| Participant deferral / active EE | $9,535 | $5,680+67.9% | $6,842+39.4% | $3,740+154.9% |
| Admin fee / account holder | $562 | $6,053-90.7% | $9,309-94.0% | $5,306-89.4% |