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 | $54,977 |
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 | $391,560 | $76,050+414.9% | $96,544+305.6% | $71,457+448.0% |
| Participation rate | 87.3% | 74.4%+12.9pp | 76.0%+11.4pp | 67.9%+19.4pp |
| Annual return | 18.83% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $4,719 | $2,244+110.3% | $2,965+59.2% | $2,588+82.4% |
| Participant deferral / active EE | $5,680 | $4,215+34.7% | $4,851+17.1% | $4,289+32.4% |
| Admin fee / account holder | $382 | $2,707-85.9% | $8,252-95.4% | $1,587-75.9% |