Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,854 | $81,446+157.7% | $103,374+103.0% | $80,874+159.5% |
| Participation rate | 97.8% | 66.9%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 12.83% | 25.57%-12.7pp | 24.89%-12.1pp | 35.62%-22.8pp |
| Employer contribution / active EE | $10 | $3,107-99.7% | $3,869-99.8% | $2,756-99.7% |
| Participant deferral / active EE | $13,323 | $3,870+244.3% | $5,058+163.4% | $4,297+210.1% |
| Admin fee / account holder | $611 | $6,715-90.9% | $8,394-92.7% | $6,935-91.2% |