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 15 · EIN 01-0233346 | Recordkeeping | $250 |
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 | $188,297 | $64,119+193.7% | $112,228+67.8% | $66,914+181.4% |
| Participation rate | 92.9% | 68.5%+24.4pp | 75.1%+17.8pp | 69.8%+23.1pp |
| Annual return | -15.12% | -13.81%-1.3pp | 27.45%-42.6pp | 1.58%-16.7pp |
| Employer contribution / active EE | $16,520 | $3,005+449.7% | $3,635+354.5% | $2,544+549.3% |
| Participant deferral / active EE | $6,509 | $3,693+76.3% | $4,728+37.7% | $4,237+53.6% |
| Admin fee / account holder | $795 | $625+27.1% | $6,410-87.6% | $593+34.0% |