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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,415 |
Filed as: PROVISE MANAGEMENT GROUP, LLC Service code 27 | Advisory (Plan) | $8,926 |
Filed as: PROVISE MANAGEMENT GROUP Service code 27 · EIN 01-0590880 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,122 | $49,915-49.7% | $154,803-83.8% | $74,304-66.2% |
| Participation rate | 60.0% | 54.0%+6.0pp | 78.1%-18.1pp | 60.3%-0.3pp |
| Annual return | 11.07% | 34.06%-23.0pp | 58.88%-47.8pp | 29.43%-18.4pp |
| Employer contribution / active EE | $702 | $1,611-56.4% | $4,305-83.7% | $2,241-68.7% |
| Participant deferral / active EE | $1,998 | $2,255-11.4% | $5,540-63.9% | $3,767-47.0% |
| Admin fee / account holder | $216 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |