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 37 · EIN 04-2647786 | Loan Processing | $34,247 |
RAND & ASSOCIATES2+ years Service code 26 · EIN 45-1863482 | Advisory (Participants) | $11,220 |
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 | $244,572 | $85,766+185.2% | $136,294+79.4% | $70,131+248.7% |
| Participation rate | 98.9% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 20.21% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $8,133 | $2,966+174.2% | $4,695+73.2% | $2,342+247.2% |
| Participant deferral / active EE | $9,453 | $5,051+87.1% | $6,247+51.3% | $3,332+183.7% |
| Admin fee / account holder | $432 | $5,420-92.0% | $9,243-95.3% | $4,645-90.7% |