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 |
|---|---|---|
Service code 12 · EIN 91-1035498 | Contract Administrator; Recordkeeping... | $29,680 |
CONOVER CAPITAL MANAGEMENT2+ years Filed as: CONOVER SECURITIES CORP Service code 26 155 108TH AVE NE, SUITE 725 · BELLEVUE, WA 98004 | Advisory (Participants) | $17,500 |
BRANTLEY JANSON YOST & ELLISON2+ years Service code 10 · EIN 91-0998786 | Accounting | $10,000 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,582 | $64,909+59.6% | $82,313+25.8% | $62,292+66.3% |
| Participation rate | 79.6% | 74.9%+4.7pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 9.91% | 21.18%-11.3pp | 25.88%-16.0pp | 28.90%-19.0pp |
| Employer contribution / active EE | $155 | $1,676-90.8% | $2,428-93.6% | $2,042-92.4% |
| Participant deferral / active EE | $3,406 | $3,103+9.8% | $3,706-8.1% | $3,169+7.5% |
| Admin fee / account holder | $369 | $440-16.1% | $5,608-93.4% | $479-23.0% |