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 | $25,355 |
Service code 27 100 ASHLEY DR S SUITE 830 · TAMPA, FL 33602 | Advisory (Plan) | $7,500 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,500 |
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 | $336,272 | $91,407+267.9% | $135,903+147.4% | $71,457+370.6% |
| Participation rate | 86.7% | 75.7%+11.1pp | 81.9%+4.8pp | 67.9%+18.8pp |
| Annual return | 26.95% | 29.90%-2.9pp | 68.23%-41.3pp | 28.85%-1.9pp |
| Employer contribution / active EE | $7,186 | $3,703+94.0% | $4,856+48.0% | $2,588+177.7% |
| Participant deferral / active EE | $12,296 | $7,092+73.4% | $7,758+58.5% | $4,289+186.7% |
| Admin fee / account holder | $363 | $1,266-71.3% | $10,762-96.6% | $1,587-77.1% |