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 |
|---|---|---|
E.I.S.B., INC.5+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $212,655 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $44,600 |
ALAN BILLER & ASSOCIATES5+ years Service code 16 · EIN 94-2854958 | Consulting | $41,667 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $26,798 |
DAVID CRUTCHER5+ years Service code 29 · EIN 20-3194050 | Legal | $22,561 |
LEONARD CARDER, LLP4 years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $8,891 |
Service code 23 · EIN 94-3249244 | Insurance services | $0 |
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 | $129,443 | $66,051+96.0% | $92,893+39.3% | $77,787+66.4% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 20.19% | 20.69%-0.5pp | 109.41%-89.2pp | 32.57%-12.4pp |
| Employer contribution / active EE | $5,417 | $3,426+58.1% | $3,653+48.3% | $2,504+116.3% |
| Participant deferral / active EE | $5,045 | $3,013+67.4% | $4,236+19.1% | $3,967+27.2% |
| Admin fee / account holder | $338 | $148+128.9% | $5,794-94.2% | $100+238.2% |