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 |
|---|---|---|
PROBITY ADVISORS INC1+ years Filed as: PROBITY ADVISORS , INC Service code 27 · EIN 35-2175673 | Advisory (Plan) | $42,843 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,621 | $50,464-23.5% | $75,781-49.0% | $52,331-26.2% |
| Participation rate | 59.9% | 66.8%-6.9pp | 75.8%-15.9pp | 68.1%-8.2pp |
| Annual return | -1.75% | 1.03%-2.8pp | 9.68%-11.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $843 | $1,988-57.6% | $3,323-74.6% | $1,882-55.2% |
| Participant deferral / active EE | $1,804 | $2,570-29.8% | $3,651-50.6% | $3,022-40.3% |
| Admin fee / account holder | $347 | $1,103-68.6% | $5,299-93.5% | $592-41.4% |