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 | $84,666 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $64,991 |
MARTINELLI & CO.1 year Filed as: MARTINELLI & COMPANY, LL Service code 10 · EIN 27-1787643 | Accounting | $11,800 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,820-100.0% | $155,567-100.0% | $77,671-100.0% |
| Participation rate | 16.2% | 63.1%-46.9pp | 78.2%-62.0pp | 70.6%-54.4pp |
| Annual return | -93.57% | 34.85%-128.4pp | 64.74%-158.3pp | 31.21%-124.8pp |
| Employer contribution / active EE | $1,185 | $1,993-40.6% | $4,674-74.7% | $2,726-56.6% |
| Participant deferral / active EE | $3,585 | $2,823+27.0% | $5,628-36.3% | $4,648-22.9% |
| Admin fee / account holder | $696 | $436+59.7% | $15,916-95.6% | $430+61.8% |