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 8-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 27 · EIN 91-2106031 | Advisory (Plan) | $80,007 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $96,580 | $63,442+52.2% | $68,791+40.4% | $66,914+44.3% |
| Participation rate | 72.1% | 60.0%+12.1pp | 69.0%+3.1pp | 69.8%+2.3pp |
| Annual return | -15.82% | -8.29%-7.5pp | -6.38%-9.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,630 | $1,775+160.9% | $2,655+74.4% | $2,544+82.0% |
| Participant deferral / active EE | $8,660 | $2,945+194.1% | $3,941+119.7% | $4,237+104.4% |
| Admin fee / account holder | $333 | $577-42.3% | $4,932-93.2% | $593-43.9% |