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 7-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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL2 years Filed as: ADVISOR RESOURCE COUNCIL DBA 360WEA Service code 26 · EIN 45-5279132 17300 DALLAS PKWY STE 2065 · DALLAS, TX 752181139 | Advisory (Participants) | $15,853 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $10,251 |
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,136 | $37,393-14.1% | $77,024-58.3% | $66,914-52.0% |
| Participation rate | 30.2% | 52.9%-22.6pp | 67.9%-37.7pp | 69.8%-39.6pp |
| Annual return | -19.31% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,616 | $1,531+5.5% | $2,812-42.5% | $2,544-36.5% |
| Participant deferral / active EE | $2,848 | $2,617+8.8% | $4,426-35.7% | $4,237-32.8% |
| Admin fee / account holder | $269 | $567-52.5% | $5,425-95.0% | $593-54.6% |