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 | $35,040 |
Filed as: WOHLNER KAPLON CUTLER HALFORD Service code 29 · EIN 83-2856417 | Legal | $11,205 |
Service code 27 · EIN 95-6055492 | Advisory (Plan) | $10,836 |
Filed as: HENNINGFIELD & ASSOCIATES, INC Service code 10 · EIN 54-2189926 | Accounting | $10,100 |
RAEL & LETSON10+ 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579 | $94,876-99.4% | $82,389-99.3% | $102,872-99.4% |
| Participation rate | 96.5% | 70.6%+25.9pp | 69.5%+27.0pp | 73.0%+23.5pp |
| Annual return | 0.76% | 17.83%-17.1pp | 28.67%-27.9pp | 19.06%-18.3pp |
| Employer contribution / active EE | $259 | $3,789-93.2% | $2,517-89.7% | $3,526-92.6% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $12 | $214-94.6% | $7,231-99.8% | $292-96.0% |