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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS, INC Service code 13 · EIN 52-1590516 | Contract Administrator | $255,720 |
Filed as: EMPOWER AMERICA INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $139,208 |
MILLER KAPLAN ARASE LLP9 years Service code 10 · EIN 95-2036255 | Accounting | $97,289 |
KRAW LAW GROUP4 years Service code 29 · EIN 32-0465891 | Legal | $82,000 |
ALAN BILLER & ASSOCIATES10+ years Filed as: ALAN BILLER Service code 27 · EIN 94-2854988 | Advisory (Plan) | $76,540 |
Service code 49 · EIN 94-1749354 | Other Services | $21,263 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,029 | $118,972-29.4% | $105,223-20.1% | $118,972-29.4% |
| Participation rate | 44.5% | 78.0%-33.5pp | 75.0%-30.6pp | 78.0%-33.5pp |
| Annual return | 11.82% | 15.19%-3.4pp | 180.65%-168.8pp | 15.19%-3.4pp |
| Employer contribution / active EE | $2,464 | $3,776-34.7% | $3,689-33.2% | $3,776-34.7% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $5,072-100.0% | $6,017-100.0% |
| Admin fee / account holder | $358 | $127+182.8% | $8,859-96.0% | $127+182.8% |