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 |
|---|---|---|
SUP WELFARE PLAN, INC.4 years Filed as: SUP WELFARE Service code 13 · EIN 94-1243666 | Contract Administrator | $45,312 |
STANCORP FINANCIAL GROUP10+ years Service code 19 · EIN 93-1253576 | Securities Custodian | $25,163 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $14,640 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $12,927 |
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.)
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,177 | $55,416+26.6% | $75,972-7.6% | $77,643-9.6% |
| Participation rate | 30.2% | 63.6%-33.3pp | 69.1%-38.8pp | 70.6%-40.3pp |
| Annual return | 10.96% | 17.07%-6.1pp | 359.55%-348.6pp | 31.24%-20.3pp |
| Employer contribution / active EE | $54 | $1,788-97.0% | $2,685-98.0% | $2,726-98.0% |
| Participant deferral / active EE | $1,265 | $3,447-63.3% | $4,255-70.3% | $4,647-72.8% |
| Admin fee / account holder | $562 | $414+35.7% | $6,467-91.3% | $430+30.5% |