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 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $54,492 |
Service code 15 · EIN 91-2036994 | Recordkeeping | $34,086 |
PROCAPITA PARTNERS LLC4 years Service code 27 · EIN 83-4182083 | Advisory (Plan) | $20,093 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $19,000 |
Service code 29 · EIN 23-2592817 | Legal | $17,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,443 | $95,880-69.3% | $107,525-72.6% | $85,563-65.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 7.94% | 68.06%-60.1pp | 181.32%-173.4pp | 31.51%-23.6pp |
| Employer contribution / active EE | $2,404 | $3,812-36.9% | $3,754-36.0% | $2,654-9.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $432 | $1,025-57.9% | $8,919-95.2% | $834-48.2% |