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.
| Provider | Service type | Compensation |
|---|---|---|
ADMIN3161+ years Service code 27 · EIN 81-0759783 | Advisory (Plan) | $28,220 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $20,577 |
BENEFITEXCEL1+ years Filed as: BENEFITEXCEL ADVISORS Service code 27 · EIN 83-2184448 | Advisory (Plan) | $11,780 |
STRATEGIC WEALTH MANAGEMENT1+ years Service code 13 · EIN 83-2425992 | Contract Administrator | $8,816 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,945 | $61,272-8.7% | $149,673-62.6% | $71,457-21.7% |
| Participation rate | 52.4% | 62.5%-10.1pp | 78.8%-26.4pp | 67.9%-15.5pp |
| Annual return | 11.59% | 35.85%-24.3pp | 134.42%-122.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $567 | $2,378-76.2% | $4,818-88.2% | $2,588-78.1% |
| Participant deferral / active EE | $1,206 | $2,917-58.7% | $5,680-78.8% | $4,289-71.9% |
| Admin fee / account holder | $625 | $1,261-50.5% | $13,210-95.3% | $1,587-60.6% |