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 19 · EIN 74-1625348 | Securities Custodian | $64,195 |
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 | $94,815 | $58,879+61.0% | $178,490-46.9% | $73,488+29.0% |
| Participation rate | 74.6% | 66.2%+8.4pp | 81.9%-7.3pp | 70.7%+4.0pp |
| Annual return | 13.81% | 24.86%-11.0pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,580 | $2,236-29.4% | $5,011-68.5% | $2,270-30.4% |
| Participant deferral / active EE | $3,613 | $2,567+40.7% | $5,202-30.5% | $3,740-3.4% |
| Admin fee / account holder | $389 | $400-2.8% | $13,984-97.2% | $513-24.2% |