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 13 · EIN 42-0127290 | Contract Administrator | $14,887 |
JPM-JDII, LLC1 year Service code 10 · EIN 92-3819895 | Accounting | $12,000 |
EVERGREEN ADVISORS, LLC1 year Filed as: EVERGREEN ADVISORS Service code 34 · EIN 52-2212903 | Direct payment from the plan; Valuati... | $11,000 |
KEB3 years Service code 10 · EIN 61-1870262 | Accounting | $8,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,959 | $93,571-79.7% | $135,903-86.0% | $75,163-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -14.92% | 30.90%-45.8pp | 68.23%-83.1pp | 160.62%-175.5pp |
| Employer contribution / active EE | $7,768 | $3,537+119.6% | $4,856+60.0% | $2,670+191.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $599 | $6,975-91.4% | $10,762-94.4% | $5,651-89.4% |