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 15 · EIN 01-0233346 | Recordkeeping | $2,287 |
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 | $54,644 | $76,050-28.1% | $96,544-43.4% | $71,457-23.5% |
| Participation rate | 97.7% | 74.4%+23.3pp | 76.0%+21.7pp | 67.9%+29.8pp |
| Annual return | 16.54% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $4,622 | $2,244+106.0% | $2,965+55.9% | $2,588+78.6% |
| Participant deferral / active EE | $3,998 | $4,215-5.2% | $4,851-17.6% | $4,289-6.8% |
| Admin fee / account holder | $460 | $2,707-83.0% | $8,252-94.4% | $1,587-71.0% |