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 |
|---|---|---|
OLIVER CAPITAL MANAGEMENT INC5+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $41,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,175 | $49,138-24.3% | $84,015-55.8% | $65,185-43.0% |
| Participation rate | 65.1% | 60.7%+4.3pp | 69.0%-3.9pp | 70.2%-5.1pp |
| Annual return | 22.51% | 23.00%-0.5pp | 71.31%-48.8pp | 29.38%-6.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,098 | $2,397+71.0% | $3,239+26.5% | $3,514+16.6% |
| Admin fee / account holder | $310 | $543-43.0% | $6,101-94.9% | $847-63.5% |