Filed August 8, 2025
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 9-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: THE ROSE FINANCIAL GROUP, LLC Service code 14 · EIN 35-2130755 6602 EAST 75TH STREET · INDIANAPOLIS, IN 46250 | Plan Administrator | $1,725 |
SAX WEALTH ADVISORS, LLC1 year Service code 26 · EIN 22-3645620 389 INTERPACE PARKWAY · PARSIPPANY, NJ 07054 | Advisory (Participants) | $0 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 26 · EIN 37-1808847 303 PEACHTREE STREET · ATLANTA, GA 30303 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,422 | $59,417+58.9% | $93,606+0.9% | $74,495+26.8% |
| Participation rate | 53.7% | 59.7%-6.0pp | 68.7%-15.0pp | 67.2%-13.5pp |
| Annual return | 17.65% | 81.83%-64.2pp | 133.20%-115.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $2,554 | $1,264+102.1% | $2,420+5.5% | $2,623-2.6% |
| Participant deferral / active EE | $5,108 | $3,050+67.5% | $4,411+15.8% | $4,346+17.5% |
| Admin fee / account holder | $477 | $3,021-84.2% | $8,285-94.2% | $1,942-75.4% |