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 |
|---|---|---|
COVENANT MULTI FAMILY OFFICES, LLC2 years Filed as: COVENANT Service code 26 · EIN 27-1406161 | Advisory (Participants) | $29,775 |
FINANCIAL LIFE ADVISORS5+ years Service code 26 · EIN 20-0201132 | Advisory (Participants) | $19,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,995 |
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 | $152,528 | $58,879+159.1% | $178,490-14.5% | $73,488+107.6% |
| Participation rate | 97.3% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.6pp |
| Annual return | 16.11% | 24.86%-8.7pp | 151.07%-135.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $4,619 | $2,236+106.6% | $5,011-7.8% | $2,270+103.5% |
| Participant deferral / active EE | $4,585 | $2,567+78.6% | $5,202-11.9% | $3,740+22.6% |
| Admin fee / account holder | $308 | $400-23.0% | $13,984-97.8% | $513-40.0% |