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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $70,438 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA Service code 27 · EIN 47-0691275 | Advisory (Plan) | $45,000 |
USI CONSULTING GROUP1+ years Filed as: BURKE GROUP Service code 15 · EIN 80-0688755 | Recordkeeping | $43,823 |
INTERSERV, LLC1+ years Service code 27 · EIN 51-6000279 | Advisory (Plan) | $8,105 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,211 | $37,117-7.8% | $147,614-76.8% | $55,191-38.0% |
| Participation rate | 50.5% | 63.6%-13.1pp | 84.6%-34.1pp | 69.2%-18.6pp |
| Annual return | -2.34% | 3.44%-5.8pp | 61.98%-64.3pp | 10.78%-13.1pp |
| Employer contribution / active EE | $900 | $1,620-44.5% | $5,564-83.8% | $1,899-52.6% |
| Participant deferral / active EE | $2,306 | $1,985+16.2% | $4,895-52.9% | $3,046-24.3% |
| Admin fee / account holder | $568 | $86+564.2% | $11,611-95.1% | $91+526.0% |