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 15 · EIN 01-0233346 | Recordkeeping | $51,905 |
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 | $81,429 | $53,777+51.4% | $134,143-39.3% | $79,858+2.0% |
| Participation rate | 96.1% | 58.8%+37.3pp | 72.2%+23.9pp | 69.6%+26.5pp |
| Annual return | 14.61% | 19.01%-4.4pp | 36.33%-21.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $321 | $1,321-75.7% | $3,704-91.3% | $2,471-87.0% |
| Participant deferral / active EE | $2,843 | $2,420+17.5% | $3,499-18.7% | $3,740-24.0% |
| Admin fee / account holder | $557 | $3,984-86.0% | $6,684-91.7% | $5,306-89.5% |