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 | $46,590 |
Service code 27 · EIN 91-2096181 | Advisory (Plan) | $39,067 |
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 | $116,301 | $80,724+44.1% | $103,333+12.5% | $74,495+56.1% |
| Participation rate | 94.7% | 65.7%+29.1pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 15.76% | 27.56%-11.8pp | 24.88%-9.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $6,130 | $3,157+94.1% | $3,868+58.5% | $2,623+133.7% |
| Participant deferral / active EE | $10,405 | $3,860+169.5% | $5,057+105.7% | $4,346+139.4% |
| Admin fee / account holder | $400 | $2,368-83.1% | $8,355-95.2% | $1,942-79.4% |