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 14-1886561 | Advisory (Plan) | $35,775 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,855 | $89,652+48.2% | $141,162-5.9% | $65,185+103.8% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.5%-4.5pp | 70.2%+7.8pp |
| Annual return | 23.07% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,427 | $3,065-20.8% | $4,735-48.7% | $2,177+11.5% |
| Participant deferral / active EE | $4,455 | $5,691-21.7% | $6,709-33.6% | $3,514+26.8% |
| Admin fee / account holder | $399 | $569-29.9% | $10,261-96.1% | $847-52.9% |