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 | $164,114 |
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $98,879 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $10,180 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,647 | $106,236-29.7% | $112,228-33.5% | $64,808+15.2% |
| Participation rate | 95.9% | 71.7%+24.3pp | 75.1%+20.9pp | 71.5%+24.5pp |
| Annual return | -12.92% | -6.02%-6.9pp | 27.45%-40.4pp | 32.82%-45.7pp |
| Employer contribution / active EE | $560 | $3,166-82.3% | $3,635-84.6% | $2,506-77.6% |
| Participant deferral / active EE | $5,602 | $3,785+48.0% | $4,728+18.5% | $4,310+30.0% |
| Admin fee / account holder | $365 | $452-19.3% | $6,410-94.3% | $188+94.2% |