See peer percentile detail. $4.99 for your first month.
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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 37 · EIN 04-2647786 | Loan Processing | $174,839 |
MRA ASSOCIATES USA LLC4 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $59,943 |
Service code 10 · EIN 81-0574082 | Accounting | $59,005 |
Filed as: SCHUMANN, ADRIANO & COMPANY, PLLC Service code 10 · EIN 27-1419737 | Accounting | $16,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,594 | $48,166-13.6% | $96,562-56.9% | $93,030-55.3% |
| Participation rate | 11.0% | 65.1%-54.1pp | 69.8%-58.8pp | 73.9%-62.9pp |
| Annual return | -63.21% | 21.31%-84.5pp | 37.78%-101.0pp | 158.70%-221.9pp |
| Employer contribution / active EE | $22 | $1,070-98.0% | $2,356-99.1% | $2,706-99.2% |
| Participant deferral / active EE | $2,053 | $2,576-20.3% | $3,849-46.7% | $4,562-55.0% |
| Admin fee / account holder | $1,017 | $110+822.9% | $6,181-83.5% | $152+570.9% |