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 |
|---|---|---|
WEST CAPITAL MANAGEMENT5+ years Service code 28 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $67,639 |
BENEFIT CONSULTANTS GROUP5+ years Service code 15 · EIN 23-2383285 | Recordkeeping | $10,634 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,290 | $89,355+23.4% | $141,162-21.9% | $72,985+51.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.48% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,864 | $3,114-8.0% | $4,735-39.5% | $2,440+17.4% |
| Participant deferral / active EE | $5,695 | $5,418+5.1% | $6,709-15.1% | $3,607+57.9% |
| Admin fee / account holder | $559 | $5,958-90.6% | $10,261-94.6% | $5,124-89.1% |