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 | $35,332 |
TRUENORTH, INC.2+ years Filed as: TRUENORTH INC Service code 53 · EIN 48-1233289 | Insurance Commissions | $14,591 |
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 | $61,234 | $32,425+88.8% | $74,583-17.9% | $55,167+11.0% |
| Participation rate | 23.0% | 54.0%-31.0pp | 68.1%-45.1pp | 69.0%-46.0pp |
| Annual return | 13.18% | 10.63%+2.5pp | 20.47%-7.3pp | 169.23%-156.0pp |
| Employer contribution / active EE | $728 | $1,043-30.2% | $2,525-71.2% | $1,963-62.9% |
| Participant deferral / active EE | $1,492 | $1,995-25.2% | $3,458-56.9% | $3,054-51.1% |
| Admin fee / account holder | $721 | $748-3.7% | $4,138-82.6% | $504+43.1% |