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 |
|---|---|---|
SOREN MCADAM1 year Filed as: SOREN MCADAM LLP Service code 10 · EIN 77-0549163 | Accounting | $30,083 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $29,969 |
DYNAMIC WEALTH ADVISORS2 years Service code 27 · EIN 26-3945512 | Advisory (Plan) | $23,674 |
THE RYDING COMPANY2 years Service code 17 · EIN 95-3497679 | Pension Consulting | $11,281 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE CUSTODY FEES Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,502 | $96,128-78.7% | $136,007-84.9% | $80,856-74.6% |
| Participation rate | 67.7% | 71.2%-3.5pp | 76.5%-8.7pp | 67.6%+0.1pp |
| Annual return | 1.95% | 28.71%-26.8pp | 579.32%-577.4pp | 35.59%-33.6pp |
| Employer contribution / active EE | $3,234 | $3,351-3.5% | $4,217-23.3% | $2,755+17.4% |
| Participant deferral / active EE | $654 | $5,709-88.5% | $7,025-90.7% | $4,296-84.8% |
| Admin fee / account holder | $1,456 | $8,236-82.3% | $6,858-78.8% | $6,918-79.0% |