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 51-0396365 | Securities Custodian | $100,374 |
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 | $74,835 | $55,415+35.0% | $155,509-51.9% | $74,495+0.5% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.5pp | 67.2%+5.4pp |
| Annual return | 10.32% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,855 | $2,267-18.2% | $4,672-60.3% | $2,623-29.3% |
| Participant deferral / active EE | $3,676 | $2,836+29.6% | $5,626-34.7% | $4,346-15.4% |
| Admin fee / account holder | $433 | $1,738-75.1% | $15,912-97.3% | $1,942-77.7% |