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 | $114,379 |
QUISITIVE, LLC1 year Service code 10 · EIN 81-0698885 | Accounting | $52,904 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,187 | $95,274-2.2% | $135,903-31.4% | $74,419+25.2% |
| Participation rate | 70.5% | 78.2%-7.7pp | 81.9%-11.4pp | 70.7%-0.3pp |
| Annual return | 19.55% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $3,004 | $3,874-22.5% | $4,856-38.1% | $2,637+13.9% |
| Participant deferral / active EE | $9,198 | $7,782+18.2% | $7,758+18.6% | $4,528+103.1% |
| Admin fee / account holder | $356 | $266+33.7% | $10,762-96.7% | $348+2.3% |