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 | $26,433 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,000 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,689 | $105,181+248.6% | $159,436+130.0% | $85,850+327.1% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.7pp | 69.3%+26.2pp |
| Annual return | 14.14% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $8,630 | $3,318+160.1% | $4,829+78.7% | $2,565+236.5% |
| Participant deferral / active EE | $12,227 | $5,945+105.7% | $7,352+66.3% | $3,952+209.4% |
| Admin fee / account holder | $400 | $6,933-94.2% | $10,799-96.3% | $6,260-93.6% |