See peer percentile detail. $4.99 for your first month.
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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 46-4091337 | Contract Administrator | $23,546 |
MAGNUS FINANCIAL GROUP LLC3 years Filed as: MAGNUS FINANCIAL GROUP Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $7,286 |
BRINKER CAPITAL5+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $6,376 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,264 | $38,365-42.0% | $84,611-73.7% | $65,185-65.8% |
| Participation rate | 48.3% | 55.7%-7.4pp | 68.2%-20.0pp | 70.2%-21.9pp |
| Annual return | 12.86% | 32.00%-19.1pp | 258.74%-245.9pp | 29.38%-16.5pp |
| Employer contribution / active EE | $1,262 | $1,258+0.3% | $2,652-52.4% | $2,177-42.0% |
| Participant deferral / active EE | $1,804 | $2,278-20.8% | $3,899-53.7% | $3,514-48.6% |
| Admin fee / account holder | $376 | $451-16.7% | $4,912-92.3% | $847-55.6% |