See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $27,832 |
UHY LLP1 year Filed as: UHY ADVISORS Service code 10 27725 STANSBURY BLVD. · FARMINGTON HILLS, MI 48334 | Accounting | $17,012 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 27 5155 PEACHTREE PKWY. · NORCROSS, GA 30092 | Advisory (Plan) | $12,503 |
UNITED OF OMAHA2+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,908 |
UHY LLP2+ years Filed as: UHY, LLP Service code 10 PO BOX 72243 · CLEVELAND, OH 44192 | Accounting | $6,868 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,019 | $88,890-76.4% | $102,423-79.5% | $77,643-72.9% |
| Participation rate | 35.6% | 80.9%-45.3pp | 76.5%-40.9pp | 70.6%-35.0pp |
| Annual return | 10.53% | 24.98%-14.5pp | 29.32%-18.8pp | 31.24%-20.7pp |
| Employer contribution / active EE | $612 | $2,698-77.3% | $3,023-79.8% | $2,726-77.5% |
| Participant deferral / active EE | $1,974 | $5,145-61.6% | $5,053-60.9% | $4,647-57.5% |
| Admin fee / account holder | $353 | $235+50.1% | $9,451-96.3% | $430-17.9% |