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 | $14,552 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,088 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,156 | $215,321-82.3% | $143,757-73.5% | - |
| Participation rate | 80.8% | 60.1%+20.7pp | 80.3%+0.5pp | - |
| Annual return | -12.89% | -15.45%+2.6pp | -0.04%-12.8pp | - |
| Employer contribution / active EE | $1,135 | $1,875-39.4% | $4,951-77.1% | - |
| Participant deferral / active EE | $3,124 | $2,485+25.7% | $5,637-44.6% | - |
| Admin fee / account holder | $308 | $36,394-99.2% | $14,673-97.9% | - |