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 26 · EIN 71-0294708 | Advisory (Participants) | $36,746 |
RSM US LLP1 year Filed as: RSM US WEALTH MANAGEMENT LLC Service code 99 · EIN 41-1944416 | Other Fees | $15,320 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $12,852 |
COOPER SAVAS LLC2 years Filed as: COOPER SAVAS Service code 10 · EIN 27-5169784 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,513 | $72,254-63.3% | $86,677-69.4% | $64,808-59.1% |
| Participation rate | 25.2% | 80.4%-55.2pp | 76.6%-51.4pp | 71.5%-46.3pp |
| Annual return | -15.72% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $825 | $4,658-82.3% | $4,656-82.3% | $4,310-80.9% |
| Admin fee / account holder | $310 | $174+78.1% | $7,493-95.9% | $188+64.9% |