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 |
|---|---|---|
COKER & PALMER2 years Service code 27 · EIN 64-0802631 | Advisory (Plan) | $20,408 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,097 |
THE HASLAUER GROUP, INC.5 years Service code 13 · EIN 72-1487108 | Contract Administrator | $6,973 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,134 | $63,442-32.0% | $68,791-37.3% | $66,914-35.5% |
| Participation rate | 35.1% | 60.0%-24.9pp | 69.0%-33.9pp | 69.8%-34.7pp |
| Annual return | -11.52% | -8.29%-3.2pp | -6.38%-5.1pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,969 | $1,775+11.0% | $2,655-25.8% | $2,544-22.6% |
| Participant deferral / active EE | $2,386 | $2,945-19.0% | $3,941-39.5% | $4,237-43.7% |
| Admin fee / account holder | $579 | $577+0.3% | $4,932-88.3% | $593-2.4% |