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 | $43,953 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $4,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,740 | $59,159+185.2% | $159,960+5.5% | $66,914+152.2% |
| Participation rate | 78.9% | 68.1%+10.8pp | 78.0%+1.0pp | 69.8%+9.1pp |
| Annual return | -8.75% | -12.26%+3.5pp | 408.60%-417.4pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,031 | $1,983+2.4% | $4,226-51.9% | $2,544-20.2% |
| Participant deferral / active EE | $4,113 | $4,395-6.4% | $6,182-33.5% | $4,237-2.9% |
| Admin fee / account holder | $376 | $591-36.3% | $8,698-95.7% | $593-36.5% |