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 |
|---|---|---|
Filed as: BENEFIT PROGRAM ADMINISTRATION Service code 14 · EIN 13-2501278 | Plan Administrator | $44,110 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $17,820 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,382 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $9,150 |
RAEL & LETSON9+ years Service code 16 · EIN 94-1701048 | Consulting | $6,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $567 | $81,357-99.3% | $75,972-99.3% | $199,593-99.7% |
| Participation rate | 95.8% | 69.9%+25.9pp | 69.1%+26.8pp | 72.0%+23.9pp |
| Annual return | 4.65% | 16.32%-11.7pp | 359.55%-354.9pp | 34.25%-29.6pp |
| Employer contribution / active EE | $181 | $3,341-94.6% | $2,685-93.3% | $3,034-94.0% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $13 | $144-91.0% | $6,467-99.8% | $269-95.2% |