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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 11701 BORMAN DRIVE, · ST. LOUIS, MO 63146 | Recordkeeping | $4,869 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 26 · EIN 39-2018056 | Advisory (Participants) | $2,083 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,063 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $172 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,612 | $49,915-88.8% | $154,803-96.4% | $74,304-92.4% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 27.32% | 34.06%-6.7pp | 58.88%-31.6pp | 29.43%-2.1pp |
| Employer contribution / active EE | $1,736 | $1,611+7.7% | $4,305-59.7% | $2,241-22.5% |
| Participant deferral / active EE | $2,115 | $2,255-6.2% | $5,540-61.8% | $3,767-43.9% |
| Admin fee / account holder | $67 | $2,189-96.9% | $14,329-99.5% | $2,969-97.7% |