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 |
|---|---|---|
DERBY & COMPANY1 year Filed as: DERBY & COMPANY INC Service code 27 · EIN 04-2943043 | Advisory (Plan) | $13,870 |
BEAUMONT2 years Filed as: BEAUMONT FINANCIAL PERTNERS LLC Service code 27 · EIN 04-3481223 | Advisory (Plan) | $12,631 |
Service code 37 · EIN 04-2647786 | Loan Processing | $513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,992 | $79,428+24.6% | $106,548-7.1% | $79,386+24.7% |
| Participation rate | 35.8% | 74.1%-38.4pp | 76.1%-40.4pp | 70.7%-35.0pp |
| Annual return | 12.32% | 18.27%-5.9pp | 26.80%-14.5pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,330 | $2,234-40.5% | $2,819-52.8% | $2,427-45.2% |
| Participant deferral / active EE | $2,026 | $3,823-47.0% | $4,398-53.9% | $4,046-49.9% |
| Admin fee / account holder | $320 | $523-38.8% | $7,407-95.7% | $626-48.9% |