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 13 · EIN 42-0127290 | Contract Administrator | $81,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,854 | $81,460+157.6% | $103,333+103.1% | $80,856+159.5% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 12.83% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $10 | $3,105-99.7% | $3,868-99.8% | $2,755-99.7% |
| Participant deferral / active EE | $13,323 | $3,869+244.4% | $5,057+163.4% | $4,296+210.2% |
| Admin fee / account holder | $611 | $6,566-90.7% | $8,355-92.7% | $6,918-91.2% |