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 | $37,801 |
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.)
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 | $179,365 | $65,390+174.3% | $169,368+5.9% | $71,457+151.0% |
| Participation rate | 78.2% | 67.0%+11.2pp | 77.1%+1.0pp | 67.9%+10.3pp |
| Annual return | 11.15% | 21.31%-10.2pp | 405.60%-394.4pp | 28.85%-17.7pp |
| Employer contribution / active EE | $1,959 | $2,079-5.8% | $4,013-51.2% | $2,588-24.3% |
| Participant deferral / active EE | $3,936 | $4,367-9.9% | $6,221-36.7% | $4,289-8.2% |
| Admin fee / account holder | $319 | $1,324-75.9% | $9,003-96.5% | $1,587-79.9% |