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 | $52,029 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,716 | $65,435+388.6% | $86,677+268.9% | $66,914+377.8% |
| Participation rate | 92.6% | 75.5%+17.1pp | 76.6%+16.0pp | 69.8%+22.8pp |
| Annual return | -17.76% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,548 | $2,153+111.2% | $2,836+60.3% | $2,544+78.8% |
| Participant deferral / active EE | $5,432 | $4,100+32.5% | $4,656+16.7% | $4,237+28.2% |
| Admin fee / account holder | $347 | $642-45.9% | $7,493-95.4% | $593-41.5% |