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 |
|---|---|---|
SALIENT PRIVATE CLIENT LLC2 years Filed as: SALIENT CAPITAL L P Service code 27 · EIN 27-2587653 | Advisory (Plan) | $46,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $109,487 | $66,180+65.4% | $118,746-7.8% | $62,292+75.8% |
| Participation rate | 52.9% | 71.3%-18.4pp | 78.3%-25.4pp | 69.5%-16.6pp |
| Annual return | 11.79% | 60.89%-49.1pp | 24.54%-12.7pp | 28.90%-17.1pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,939 | $4,247-30.8% | $5,332-44.9% | $3,169-7.3% |
| Admin fee / account holder | $508 | $753-32.5% | $10,720-95.3% | $479+6.0% |