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 | $45,343-44.6% | $150,298-83.3% | $67,986-63.0% |
| Participation rate | 60.0% | 51.9%+8.1pp | 77.8%-17.8pp | 57.2%+2.8pp |
| Annual return | 11.07% | 33.28%-22.2pp | 62.79%-51.7pp | 31.67%-20.6pp |
| Employer contribution / active EE | $702 | $1,462-52.0% | $4,154-83.1% | $2,019-65.2% |
| Participant deferral / active EE | $1,998 | $2,055-2.8% | $5,453-63.4% | $3,358-40.5% |
| Admin fee / account holder | $216 | $2,250-90.4% | $14,116-98.5% | $3,203-93.2% |