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 |
|---|---|---|
BROCK AND COMPANY2 years Filed as: BROCK ASSET MANAGEMENT LLC Service code 13 4378 E LEROY ST · GILBERT, AZ 85295 | Contract Administrator | $9,812 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $7,838 |
PAYCHEX, INC.1 year Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $6,927 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,796 | $84,487-26.9% | $125,339-50.7% | $66,914-7.6% |
| Participation rate | 60.7% | 76.4%-15.7pp | 82.4%-21.7pp | 69.8%-9.1pp |
| Annual return | -18.83% | -8.39%-10.4pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,510 | $3,553-57.5% | $4,814-68.6% | $2,544-40.7% |
| Participant deferral / active EE | $3,364 | $6,781-50.4% | $7,446-54.8% | $4,237-20.6% |
| Admin fee / account holder | $339 | $685-50.6% | $10,010-96.6% | $593-42.9% |