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 27 · EIN 59-2937883 | Advisory (Plan) | $34,788 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,184 |
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 | $129,823 | $66,813+94.3% | $100,516+29.2% | $73,488+76.7% |
| Participation rate | 89.3% | 77.5%+11.9pp | 79.4%+9.9pp | 70.7%+18.7pp |
| Annual return | 19.95% | 25.70%-5.8pp | 30.89%-10.9pp | 28.51%-8.6pp |
| Employer contribution / active EE | $4,114 | $2,147+91.7% | $3,418+20.4% | $2,270+81.2% |
| Participant deferral / active EE | $9,214 | $5,883+56.6% | $6,270+47.0% | $3,740+146.4% |
| Admin fee / account holder | $336 | $512-34.5% | $8,081-95.8% | $513-34.6% |