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 |
|---|---|---|
Filed as: TURNER, WARREN, HWANG & CONRAD Service code 10 · EIN 95-4083485 | Accounting | $29,510 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,064 | $58,926-8.3% | $97,226-44.4% | $74,495-27.4% |
| Participation rate | 37.7% | 63.5%-25.8pp | 72.7%-35.0pp | 67.2%-29.5pp |
| Annual return | 11.73% | 16.04%-4.3pp | 75.13%-63.4pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,098 | $1,894-42.0% | $2,729-59.8% | $2,623-58.1% |
| Participant deferral / active EE | $2,007 | $3,664-45.2% | $4,264-52.9% | $4,346-53.8% |
| Admin fee / account holder | $363 | $1,974-81.6% | $5,654-93.6% | $1,942-81.3% |