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 37 · EIN 04-2647786 | Loan Processing | $94,067 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $65,402 |
MELTON & MELTON LLP8+ years Service code 10 · EIN 74-1550819 | Accounting | $10,007 |
D. BRENNAN REILLY, P.C.3 years Service code 29 · EIN 76-0634363 | Legal | $6,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,432 | $59,159-70.5% | $159,960-89.1% | $66,914-73.9% |
| Participation rate | 0.0% | 68.1%-68.1pp | 78.0%-78.0pp | 69.8%-69.8pp |
| Annual return | -15.20% | -12.26%-2.9pp | 408.60%-423.8pp | 1.58%-16.8pp |
| Employer contribution / active EE | $3,320 | $1,983+67.5% | $4,226-21.4% | $2,544+30.5% |
| Participant deferral / active EE | $10,997 | $4,395+150.2% | $6,182+77.9% | $4,237+159.6% |
| Admin fee / account holder | $43,953 | $591+7339.1% | $8,698+405.3% | $593+7308.7% |