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 13 · EIN 42-0127290 | Contract Administrator | $28,558 |
HENSEN & HASLAM3 years Service code 27 | Advisory (Plan) | $15,822 |
HESEN & HASLAM3 years Service code 27 · EIN 46-4735958 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,679 | $82,664-48.4% | $125,339-65.9% | $68,494-37.7% |
| Participation rate | 13.2% | 75.0%-61.8pp | 82.4%-69.1pp | 67.9%-54.7pp |
| Annual return | -19.98% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,156 | $3,381-36.2% | $4,814-55.2% | $2,596-17.0% |
| Participant deferral / active EE | $4,160 | $6,110-31.9% | $7,446-44.1% | $4,027+3.3% |
| Admin fee / account holder | $437 | $6,275-93.0% | $10,010-95.6% | $5,403-91.9% |