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 52 · EIN 04-1590850 | Indirect Investment Fees | $19,898 |
DRIEHAUS CAPITAL MANAGEMENT LLC1+ years Filed as: DRIEHAUS Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,153 | $81,258-13.7% | $105,218-33.3% | $59,632+17.6% |
| Participation rate | 29.9% | 75.4%-45.5pp | 77.2%-47.4pp | 68.7%-38.8pp |
| Annual return | 0.30% | 1.96%-1.7pp | 5.33%-5.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,720 | $3,881-55.7% | $4,867-64.7% | $3,192-46.1% |
| Admin fee / account holder | $642 | $5,841-89.0% | $6,992-90.8% | $4,297-85.1% |