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) | $28,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,584 |
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 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 | $96,529 | $65,365+47.7% | $92,893+3.9% | $72,985+32.3% |
| Participation rate | 91.3% | 68.3%+22.9pp | 76.0%+15.2pp | 69.5%+21.8pp |
| Annual return | 20.25% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,024 | $2,594-22.0% | $3,653-44.6% | $2,440-17.1% |
| Participant deferral / active EE | $7,470 | $3,128+138.8% | $4,236+76.3% | $3,607+107.1% |
| Admin fee / account holder | $419 | $4,251-90.1% | $5,794-92.8% | $5,124-91.8% |