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 | $93,949 |
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 | $81,077 | $49,915+62.4% | $154,803-47.6% | $74,304+9.1% |
| Participation rate | 76.3% | 54.0%+22.3pp | 78.1%-1.8pp | 60.3%+15.9pp |
| Annual return | 17.45% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,288 | $1,611+42.0% | $4,305-46.9% | $2,241+2.1% |
| Participant deferral / active EE | $4,434 | $2,255+96.6% | $5,540-20.0% | $3,767+17.7% |
| Admin fee / account holder | $380 | $2,189-82.6% | $14,329-97.3% | $2,969-87.2% |