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 | $33,100 |
IMA WEALTH INC1 year Service code 53 · EIN 48-1233289 | Insurance Commissions | $15,686 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
JENSEN1 year Service code 52 · EIN 93-1086448 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,961 | $36,767+74.0% | $81,478-21.5% | $62,292+2.7% |
| Participation rate | 19.1% | 54.4%-35.4pp | 68.0%-48.9pp | 69.5%-50.4pp |
| Annual return | 20.54% | 173.80%-153.3pp | 38.78%-18.2pp | 28.90%-8.4pp |
| Employer contribution / active EE | $386 | $1,128-65.8% | $2,568-85.0% | $2,042-81.1% |
| Participant deferral / active EE | $934 | $2,111-55.7% | $3,537-73.6% | $3,169-70.5% |
| Admin fee / account holder | $649 | $797-18.6% | $4,561-85.8% | $479+35.4% |