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 |
|---|---|---|
LAUREL WEALTH ADVISORS1 year Service code 27 8008 GIRARD AVE · LA JOLLA, CA 92037 | Advisory (Plan) | $53,983 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,947 |
Filed as: MILLENNIUM INVT & RET ADVISORS, LLC Service code 26 13850 BALLANTYNE CORPORATE PL · CHARLOTTE, NC 28277 | Advisory (Participants) | $2,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,968 | $106,236-39.8% | $112,228-43.0% | $64,808-1.3% |
| Participation rate | 60.9% | 71.7%-10.8pp | 75.1%-14.2pp | 71.5%-10.6pp |
| Annual return | -14.95% | -6.02%-8.9pp | 27.45%-42.4pp | 32.82%-47.8pp |
| Employer contribution / active EE | $5,720 | $3,166+80.7% | $3,635+57.4% | $2,506+128.3% |
| Participant deferral / active EE | $1,926 | $3,785-49.1% | $4,728-59.3% | $4,310-55.3% |
| Admin fee / account holder | $341 | $452-24.6% | $6,410-94.7% | $188+81.4% |