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 INC6+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $49,088 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,014 |
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.)
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 | $40,770 | $54,573-25.3% | $90,951-55.2% | $73,488-44.5% |
| Participation rate | 71.3% | 61.2%+10.1pp | 69.0%+2.3pp | 70.7%+0.6pp |
| Annual return | 27.33% | 16.69%+10.6pp | 134.60%-107.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,874 | $2,517+53.9% | $3,373+14.9% | $3,740+3.6% |
| Admin fee / account holder | $323 | $521-38.0% | $5,959-94.6% | $513-37.0% |