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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC7+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $31,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,682 |
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.)
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 | $78,290 | $86,225-9.2% | $146,665-46.6% | $86,799-9.8% |
| Participation rate | 63.7% | 78.0%-14.2pp | 80.1%-16.3pp | 72.3%-8.5pp |
| Annual return | 20.75% | 31.23%-10.5pp | 22.74%-2.0pp | 97.91%-77.2pp |
| Employer contribution / active EE | $644 | $2,392-73.1% | $4,136-84.4% | $2,405-73.2% |
| Participant deferral / active EE | $4,112 | $4,245-3.1% | $5,506-25.3% | $4,131-0.5% |
| Admin fee / account holder | $343 | $195+75.4% | $10,280-96.7% | $170+102.0% |