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 | $4,676 |
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 | $73,403 | $66,098+11.1% | $101,794-27.9% | $74,304-1.2% |
| Participation rate | 99.4% | 53.8%+45.6pp | 69.2%+30.2pp | 60.3%+39.0pp |
| Annual return | 15.05% | 19.59%-4.5pp | 30.53%-15.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,712 | $1,082+150.7% | $2,289+18.5% | $2,241+21.0% |
| Participant deferral / active EE | $4,333 | $2,781+55.8% | $4,084+6.1% | $3,767+15.0% |
| Admin fee / account holder | $465 | $4,146-88.8% | $8,777-94.7% | $2,969-84.3% |