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 | Float revenue; Recordkeeping and info... | $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 | $92,224-68.1% | $105,223-72.0% | $79,634-63.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 7.94% | 88.65%-80.7pp | 180.65%-172.7pp | 36.46%-28.5pp |
| Employer contribution / active EE | $2,404 | $3,965-39.4% | $3,689-34.8% | $2,529-5.0% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $432 | $1,121-61.4% | $8,859-95.1% | $1,002-56.9% |