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 LLC8+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $32,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,385 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,282 | $86,655-28.1% | $119,609-47.9% | $66,914-6.9% |
| Participation rate | 64.6% | 75.6%-11.0pp | 79.3%-14.7pp | 69.8%-5.2pp |
| Annual return | -15.77% | -8.00%-7.8pp | -14.97%-0.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $723 | $2,536-71.5% | $4,232-82.9% | $2,544-71.6% |
| Participant deferral / active EE | $5,322 | $4,358+22.1% | $5,602-5.0% | $4,237+25.6% |
| Admin fee / account holder | $316 | $755-58.2% | $10,323-96.9% | $593-46.8% |