Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 27 · EIN 43-1451524 | Advisory (Plan) | $41,541 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,140 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,588 | $88,087+19.9% | $164,866-36.0% | $74,546+41.6% |
| Participation rate | 91.4% | 73.1%+18.3pp | 78.6%+12.8pp | 67.2%+24.2pp |
| Annual return | 22.91% | 17.27%+5.6pp | 69.97%-47.1pp | 1366.03%-1343.1pp |
| Employer contribution / active EE | $647 | $2,595-75.1% | $4,343-85.1% | $2,624-75.4% |
| Participant deferral / active EE | $6,969 | $4,499+54.9% | $6,033+15.5% | $4,347+60.3% |
| Admin fee / account holder | $265 | $2,232-88.1% | $12,689-97.9% | $1,944-86.3% |