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 | $77,946 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $42,998 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,751 | $101,317-23.3% | $146,958-47.1% | $74,495+4.4% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 12.52% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,099 | $3,810-44.9% | $4,933-57.5% | $2,623-20.0% |
| Participant deferral / active EE | $8,602 | $7,303+17.8% | $8,070+6.6% | $4,346+97.9% |
| Admin fee / account holder | $565 | $1,739-67.5% | $12,998-95.7% | $1,942-70.9% |