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 27 · EIN 43-1451524 | Advisory (Plan) | $25,372 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,347 |
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).
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 | $88,673 | $59,417+49.2% | $93,606-5.3% | $74,495+19.0% |
| Participation rate | 89.8% | 59.7%+30.2pp | 68.7%+21.1pp | 67.2%+22.6pp |
| Annual return | 9.48% | 81.83%-72.4pp | 133.20%-123.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,709 | $1,264+35.3% | $2,420-29.4% | $2,623-34.8% |
| Participant deferral / active EE | $4,120 | $3,050+35.1% | $4,411-6.6% | $4,346-5.2% |
| Admin fee / account holder | $320 | $3,021-89.4% | $8,285-96.1% | $1,942-83.5% |