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 | $58,287 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,661 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,367 | $91,407-29.6% | $135,903-52.6% | $71,457-9.9% |
| Participation rate | 89.1% | 75.7%+13.5pp | 81.9%+7.2pp | 67.9%+21.2pp |
| Annual return | 16.97% | 29.90%-12.9pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,960 | $3,703-47.1% | $4,856-59.6% | $2,588-24.3% |
| Participant deferral / active EE | $7,878 | $7,092+11.1% | $7,758+1.5% | $4,289+83.7% |
| Admin fee / account holder | $437 | $1,266-65.5% | $10,762-95.9% | $1,587-72.5% |