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 3-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 13 · EIN 42-0127290 | Contract Administrator | $41,252 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,844 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 43-1684205 | Accounting | $16,159 |
UNITY INSURANCE GROUP1 year Filed as: UNITY INSURANCE GROUP IN Service code 27 · EIN 20-5392565 | Advisory (Plan) | $6,571 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $5,248 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,129 | $119,446-72.3% | $150,045-77.9% | $85,563-61.3% |
| Participation rate | 93.2% | 75.4%+17.8pp | 82.3%+10.9pp | 66.0%+27.2pp |
| Annual return | 13.66% | 23.72%-10.1pp | 62.55%-48.9pp | 31.51%-17.9pp |
| Employer contribution / active EE | $2,395 | $4,078-41.3% | $4,693-49.0% | $2,654-9.7% |
| Participant deferral / active EE | $675 | $7,985-91.5% | $7,997-91.6% | $4,375-84.6% |
| Admin fee / account holder | $322 | $548-41.3% | $13,435-97.6% | $834-61.5% |