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 15 · EIN 01-0233346 | Recordkeeping | $1,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,143 | $56,423-21.8% | $77,163-42.8% | $71,457-38.2% |
| Participation rate | 98.4% | 64.3%+34.1pp | 69.6%+28.9pp | 67.9%+30.5pp |
| Annual return | 8.55% | 19.05%-10.5pp | 37.87%-29.3pp | 28.85%-20.3pp |
| Employer contribution / active EE | $2,024 | $1,866+8.5% | $2,535-20.1% | $2,588-21.8% |
| Participant deferral / active EE | $1,813 | $3,142-42.3% | $3,833-52.7% | $4,289-57.7% |
| Admin fee / account holder | $410 | $1,429-71.3% | $5,472-92.5% | $1,587-74.2% |