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 |
|---|---|---|
CLSD DLR-BB&T SECURITIES LLC1 year Service code 27 · EIN 20-5817590 | Advisory (Plan) | $54,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,156 |
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 | $62,236 | $86,225-27.8% | $146,665-57.6% | $86,799-28.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 80.1%+5.6pp | 72.3%+13.4pp |
| Annual return | 14.43% | 31.23%-16.8pp | 22.74%-8.3pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,392 | $2,392+41.8% | $4,136-18.0% | $2,405+41.0% |
| Participant deferral / active EE | $5,878 | $4,245+38.5% | $5,506+6.8% | $4,131+42.3% |
| Admin fee / account holder | $336 | $195+72.0% | $10,280-96.7% | $170+98.1% |