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 |
|---|---|---|
ANCORA ADVISORS5 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $56,658 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $10,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,672 | $73,004+185.8% | $90,749+129.9% | $68,494+204.7% |
| Participation rate | 66.7% | 70.8%-4.2pp | 75.7%-9.0pp | 67.9%-1.2pp |
| Annual return | -28.25% | -13.81%-14.4pp | -12.16%-16.1pp | -7.84%-20.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,775 | $3,627+59.2% | $4,564+26.5% | $4,027+43.4% |
| Admin fee / account holder | $877 | $5,896-85.1% | $8,445-89.6% | $5,403-83.8% |