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 52 · EIN 04-1590850 | Indirect Investment Fees | $34,071 |
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 53 · EIN 48-1233289 | Insurance Commissions | $13,368 |
NAYAR & COMPANY1+ years Service code 10 · EIN 84-0929194 | Accounting | $7,363 |
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.)
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 | $41,782 | $31,109+34.3% | $67,711-38.3% | $52,331-20.2% |
| Participation rate | 40.7% | 54.0%-13.3pp | 67.5%-26.8pp | 68.1%-27.4pp |
| Annual return | 15.75% | 23.70%-7.9pp | 25.41%-9.7pp | 4.54%+11.2pp |
| Employer contribution / active EE | $1,004 | $1,076-6.7% | $2,559-60.8% | $1,882-46.7% |
| Participant deferral / active EE | $2,653 | $1,970+34.7% | $3,585-26.0% | $3,022-12.2% |
| Admin fee / account holder | $568 | $466+21.8% | $4,255-86.7% | $592-4.1% |