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 5-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 | $74,508 |
LAUREL WEALTH ADVISORS2 years Filed as: LAUREL WEALTH ADVISORS, INC. Service code 27 · EIN 45-2299422 | Advisory (Plan) | $27,764 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,994 | $27,827+22.2% | $65,255-47.9% | $71,457-52.4% |
| Participation rate | 95.6% | 57.6%+38.0pp | 65.0%+30.7pp | 67.9%+27.7pp |
| Annual return | 65.08% | 41.58%+23.5pp | 47.35%+17.7pp | 28.85%+36.2pp |
| Employer contribution / active EE | $5,732 | $1,405+307.9% | $1,691+238.9% | $2,588+121.5% |
| Participant deferral / active EE | $5,958 | $1,861+220.1% | $2,831+110.5% | $4,289+38.9% |
| Admin fee / account holder | $507 | $3,850-86.8% | $4,112-87.7% | $1,587-68.1% |