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 |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5 years Filed as: BENEFIT PLAN ADMINISTRATIVESRVCSINC Service code 15 · EIN 16-1503696 | Recordkeeping | $103,132 |
CLARK NUBER7+ years Filed as: CLARK NUBER, PS Service code 10 · EIN 91-1194016 | Accounting | $13,787 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,033 | $82,130+180.1% | $453,369-49.3% | $79,386+189.8% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 12.59% | 345.31%-332.7pp | 64.40%-51.8pp | 116.85%-104.3pp |
| Employer contribution / active EE | $9,735 | $2,659+266.1% | $4,070+139.2% | $2,427+301.0% |
| Participant deferral / active EE | $7,143 | $4,314+65.6% | $6,209+15.1% | $4,046+76.6% |
| Admin fee / account holder | $368 | $531-30.8% | $11,209-96.7% | $626-41.3% |