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 15 · EIN 01-0233346 | Recordkeeping | $412 |
PROVENANCE WEALTH ADVISORS3 years Service code 26 · EIN 65-0978008 | Advisory (Participants) | $0 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,456 | $45,602-17.9% | $117,472-68.1% | $66,914-44.0% |
| Participation rate | 64.3% | 57.6%+6.7pp | 70.6%-6.3pp | 69.8%-5.5pp |
| Annual return | -15.89% | -16.74%+0.9pp | 29.74%-45.6pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,218 | $1,579+40.5% | $4,176-46.9% | $2,544-12.8% |
| Participant deferral / active EE | $4,913 | $2,845+72.7% | $4,070+20.7% | $4,237+16.0% |
| Admin fee / account holder | $322 | $661-51.3% | $5,645-94.3% | $593-45.8% |