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 13-3689044 | Recordkeeping | $29,389 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,848 | $77,813-23.1% | $123,544-51.6% | $64,186-6.8% |
| Participation rate | 81.9% | 74.7%+7.2pp | 82.3%-0.4pp | 69.6%+12.4pp |
| Annual return | -2.71% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,741 | $5,240-28.6% | $6,426-41.8% | $3,470+7.8% |
| Admin fee / account holder | $384 | $5,519-93.0% | $9,284-95.9% | $4,888-92.1% |