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 LLC2 years Service code 27 · EIN 20-5817590 | Advisory (Plan) | $51,555 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,954 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,965 |
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 | $55,551 | $86,655-35.9% | $119,609-53.6% | $66,914-17.0% |
| Participation rate | 75.7% | 75.6%+0.2pp | 79.3%-3.5pp | 69.8%+5.9pp |
| Annual return | -17.68% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $4,810 | $2,536+89.7% | $4,232+13.7% | $2,544+89.1% |
| Participant deferral / active EE | $8,309 | $4,358+90.7% | $5,602+48.3% | $4,237+96.1% |
| Admin fee / account holder | $388 | $755-48.5% | $10,323-96.2% | $593-34.5% |