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 |
|---|---|---|
SEI INVESTMENTS7+ years Service code 28 · EIN 04-2452803 | Investment Management | $348,120 |
Service code 24 · EIN 36-0906745 | Discretionary Trustee | $77,169 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Filed as: BENEFIT MANAGEMENT GROUP Service code 13 · EIN 20-0188125 | Contract Administrator | $21,440 |
BANSLEY AND KIENER, LLP2 years Filed as: BANSLEY & KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $18,000 |
Service code 29 · EIN 36-2425981 | Legal | $5,005 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,696 | $62,943-6.7% | $142,863-58.9% | $93,030-36.9% |
| Participation rate | 62.7% | 63.3%-0.6pp | 71.9%-9.2pp | 73.9%-11.2pp |
| Annual return | 5.12% | 16.28%-11.2pp | 5637.54%-5632.4pp | 158.70%-153.6pp |
| Employer contribution / active EE | $1,457 | $1,374+6.0% | $4,144-64.8% | $2,706-46.2% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,837-100.0% | $4,562-100.0% |
| Admin fee / account holder | $303 | $103+195.4% | $6,560-95.4% | $152+100.1% |