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 INC9+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $62,915 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,432 |
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 | $37,071 | $53,165-30.3% | $86,188-57.0% | $74,419-50.2% |
| Participation rate | 79.0% | 64.9%+14.1pp | 69.0%+10.0pp | 70.7%+8.2pp |
| Annual return | 15.20% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,363 | $3,234+65.8% | $3,985+34.6% | $4,528+18.4% |
| Admin fee / account holder | $303 | $551-45.0% | $6,852-95.6% | $348-12.8% |