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: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $548,338 |
E.I.S.B., INC.9+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $219,886 |
ALAN BILLER & ASSOCIATES9+ years Service code 16 · EIN 94-2854958 | Consulting | $50,000 |
DAVID CRUTCHER9+ years Service code 29 · EIN 20-3194050 | Legal | $26,128 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $23,000 |
TOPAZ PRINTING9+ years Service code 36 24191 MACHADO CT · HAYWARD, CA 94541 | Direct payment from the plan; Copying... | $11,296 |
LEONARD CARDER, LLP2 years Service code 29 · EIN 94-2819269 | Legal | $6,018 |
Service code 23 · EIN 94-3249244 | Direct payment from the plan; Insuran... | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,813 | $88,480+111.1% | $96,683+93.2% | $80,160+133.1% |
| Participation rate | 50.7% | 79.9%-29.2pp | 74.3%-23.6pp | 72.9%-22.2pp |
| Annual return | 17.33% | 22.53%-5.2pp | 35.69%-18.4pp | 40.38%-23.1pp |
| Employer contribution / active EE | $8,013 | $4,176+91.9% | $3,737+114.4% | $2,978+169.1% |
| Participant deferral / active EE | $6,338 | $3,959+60.1% | $4,878+29.9% | $5,017+26.3% |
| Admin fee / account holder | $379 | $212+79.2% | $6,730-94.4% | $145+161.8% |