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 |
|---|---|---|
SES ADVISORS, INC.3+ years Service code 15 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping | $59,257 |
KOBAYASHI & COMPANY3+ years Filed as: KOBAYASHI & CO Service code 34 · EIN 95-4297925 3871 E. COLORADO BLVD. · PASADENA, CA 91107 | Valuation (appraisals, etc.) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,373 | $117,734+31.1% | $115,752+33.4% | $77,958+98.0% |
| Participation rate | 43.9% | 82.0%-38.2pp | 77.8%-33.9pp | 71.6%-27.8pp |
| Annual return | 30.01% | 17.65%+12.4pp | 19.41%+10.6pp | 20.87%+9.1pp |
| Employer contribution / active EE | $882 | $2,736-67.8% | $3,492-74.7% | $2,310-61.8% |
| Participant deferral / active EE | $1,933 | $4,435-56.4% | $5,204-62.9% | $3,537-45.4% |
| Admin fee / account holder | $72 | $75-3.4% | $6,278-98.8% | $97-25.7% |