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 | $45,101 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $4,997 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,334 | $70,879+157.2% | $189,557-3.8% | $79,386+129.7% |
| Participation rate | 83.1% | 68.0%+15.1pp | 78.4%+4.6pp | 70.7%+12.4pp |
| Annual return | 9.91% | 20.70%-10.8pp | 64.17%-54.3pp | 116.85%-106.9pp |
| Employer contribution / active EE | $2,096 | $1,806+16.1% | $4,412-52.5% | $2,427-13.6% |
| Participant deferral / active EE | $3,997 | $4,081-2.1% | $6,174-35.3% | $4,046-1.2% |
| Admin fee / account holder | $385 | $647-40.5% | $9,807-96.1% | $626-38.5% |