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 27 2403 MOORES LN · TEXARKANA, TX 75503 | Advisory (Plan) | $16,476 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $8,798 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,403 | $66,813-18.6% | $100,516-45.9% | $73,488-26.0% |
| Participation rate | 43.6% | 77.5%-33.9pp | 79.4%-35.8pp | 70.7%-27.1pp |
| Annual return | 13.95% | 25.70%-11.7pp | 30.89%-16.9pp | 28.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,382 | $5,883-76.5% | $6,270-78.0% | $3,740-63.0% |
| Admin fee / account holder | $436 | $512-14.9% | $8,081-94.6% | $513-15.1% |