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 13 · EIN 42-0127290 | Contract Administrator | $46,783 |
SILVER OAK SECURITIES. INC2 years Filed as: SILVER OAKS SECURITIES INC Service code 27 | Advisory (Plan) | $33,004 |
SILVER OAK SECURITIES. INC5 years Filed as: SILVER OAK SECURITIES INC Service code 27 · EIN 62-1765234 | Advisory (Plan) | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,025 | $64,705-33.5% | $62,929-31.6% | $67,986-36.7% |
| Participation rate | 48.8% | 65.6%-16.8pp | 73.1%-24.3pp | 57.2%-8.4pp |
| Annual return | 17.46% | 20.31%-2.9pp | 1063.93%-1046.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,012 | $2,376-57.4% | $2,505-59.6% | $2,019-49.9% |
| Participant deferral / active EE | $1,991 | $3,198-37.7% | $3,888-48.8% | $3,358-40.7% |
| Admin fee / account holder | $403 | $1,428-71.8% | $5,065-92.0% | $3,203-87.4% |