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 9-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 | $141,854 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,407 |
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 | $96,978 | $72,254+34.2% | $86,677+11.9% | $64,808+49.6% |
| Participation rate | 92.9% | 80.4%+12.5pp | 76.6%+16.3pp | 71.5%+21.5pp |
| Annual return | -17.31% | 392.42%-409.7pp | 35.91%-53.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $4,930 | $2,393+106.0% | $2,836+73.8% | $2,506+96.8% |
| Participant deferral / active EE | $8,138 | $4,658+74.7% | $4,656+74.8% | $4,310+88.8% |
| Admin fee / account holder | $330 | $174+89.5% | $7,493-95.6% | $188+75.5% |