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 |
|---|---|---|
QUORUM CONSULTING GROUP8 years Service code 15 4440 ASH GROVE, SUITE A · SPRINGFIELD, IL 62711 | Recordkeeping | $16,600 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 230 WEST MONROE ST., SUITE 310 · CHICAGO, IL 60606 | Accounting | $15,000 |
SLEVIN & HART, P.C.8 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $12,506 |
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.)
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 | $81,930 | $58,264+40.6% | $86,612-5.4% | $71,457+14.7% |
| Participation rate | 52.1% | 65.0%-12.9pp | 71.7%-19.6pp | 67.9%-15.8pp |
| Annual return | 18.20% | 21.63%-3.4pp | 591.07%-572.9pp | 28.85%-10.7pp |
| Employer contribution / active EE | $443 | $2,574-82.8% | $3,022-85.4% | $2,588-82.9% |
| Participant deferral / active EE | $3,803 | $3,436+10.7% | $4,438-14.3% | $4,289-11.3% |
| Admin fee / account holder | $406 | $1,057-61.6% | $5,614-92.8% | $1,587-74.4% |