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 |
|---|---|---|
MILLAN & COMPANY, P.C.1 year Service code 12 · EIN 74-2767692 | Claims processing; Direct payment fro... | $16,995 |
INVESTMENT CENTERS OF AMERICA4+ years Filed as: INVESTMENT CENTERS OF AMERICA, INC. Service code 27 301 N. MAIN · TAYLOR, TX 76574 | Advisory (Plan) | $11,551 |
Service code 12 · EIN 48-1205033 | Claims processing; Recordkeeping fees... | $7,467 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,108 | $57,384-70.2% | $106,387-83.9% | $56,287-69.6% |
| Participation rate | 24.3% | 71.3%-47.0pp | 77.5%-53.2pp | 69.9%-45.6pp |
| Annual return | -4.53% | 5.91%-10.4pp | 0.25%-4.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $0 | $2,348-100.0% | $3,520-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $312 | $3,799-91.8% | $5,421-94.2% | $3,350-90.7% |
| Admin fee / account holder | $327 | $566-42.2% | $7,510-95.6% | $521-37.2% |