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 INC8+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $62,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,101 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,439 | $42,353-23.4% | $79,550-59.2% | $64,808-49.9% |
| Participation rate | 77.4% | 64.8%+12.6pp | 69.5%+7.9pp | 71.5%+5.9pp |
| Annual return | -16.74% | -12.24%-4.5pp | 0.16%-16.9pp | 32.82%-49.6pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,051 | $3,170+59.3% | $3,985+26.7% | $4,310+17.2% |
| Admin fee / account holder | $331 | $160+107.3% | $6,832-95.2% | $188+76.2% |