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 59 · EIN 32-0169227 | Shareholder Servicing | $10,371 |
CLS INVESTMENTS4+ years Filed as: CLS INVESTMENT FIRM, LLC Service code 26 · EIN 32-0070947 | Advisory (Participants) | $7,773 |
NILES LANKFORD GROUP, INC.4+ years Filed as: NILES LANKFORD GROUP, INC Service code 13 · EIN 35-1580587 | Contract Administrator | $7,141 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,579 | $58,083-28.4% | $80,019-48.0% | $56,287-26.1% |
| Participation rate | 45.7% | 73.6%-28.0pp | 75.8%-30.2pp | 69.9%-24.2pp |
| Annual return | -5.67% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $705 | $1,932-63.5% | $2,468-71.5% | $2,111-66.6% |
| Participant deferral / active EE | $1,340 | $3,135-57.2% | $3,686-63.6% | $3,350-60.0% |
| Admin fee / account holder | $364 | $623-41.5% | $6,521-94.4% | $521-30.1% |