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 | $41,973 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $22,335 |
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 | $187,974 | $73,360+156.2% | $177,989+5.6% | $74,495+152.3% |
| Participation rate | 80.3% | 66.6%+13.7pp | 77.1%+3.2pp | 67.2%+13.1pp |
| Annual return | 9.31% | 17.49%-8.2pp | 294.48%-285.2pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $1,905 | $2,216-14.1% | $3,949-51.8% | $2,623-27.4% |
| Participant deferral / active EE | $3,761 | $4,513-16.7% | $6,276-40.1% | $4,346-13.4% |
| Admin fee / account holder | $480 | $1,808-73.4% | $10,363-95.4% | $1,942-75.3% |