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 60 · EIN 04-2647786 | Sub-TA Fees | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,670 | $77,660+152.0% | $109,143+79.3% | $79,386+146.5% |
| Participation rate | 97.7% | 67.8%+29.9pp | 75.9%+21.8pp | 70.7%+27.0pp |
| Annual return | 12.92% | 23.44%-10.5pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $3,357 | $2,797+20.0% | $3,722-9.8% | $2,427+38.3% |
| Participant deferral / active EE | $16,345 | $3,518+364.7% | $4,653+251.3% | $4,046+304.0% |
| Admin fee / account holder | $840 | $732+14.8% | $6,752-87.6% | $626+34.2% |