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 27-4316789 | Advisory (Plan) | $28,045 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,009 |
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 | $89,233 | $57,354+55.6% | $83,848+6.4% | $64,186+39.0% |
| Participation rate | 92.4% | 68.6%+23.8pp | 76.1%+16.3pp | 69.6%+22.8pp |
| Annual return | -5.70% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,434 | $2,545-4.4% | $3,631-33.0% | $2,381+2.2% |
| Participant deferral / active EE | $8,263 | $2,993+176.1% | $4,082+102.4% | $3,470+138.2% |
| Admin fee / account holder | $438 | $4,046-89.2% | $5,478-92.0% | $4,888-91.0% |