See peer percentile detail. $4.99 for your first month.
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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 27 · EIN 04-2675571 | Advisory (Plan) | $25,400 |
Filed as: PETER TAWNEY Service code 10 · EIN 46-4585449 C/BP TAWNEY, PLLC · CONCORD, NH 03301 | Accounting | $13,265 |
Service code 13 · EIN 01-0472857 | Contract Administrator | $6,071 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,089 |
Filed as: DOWNEAST PENSION SERVIES, INC. Service code 13 | Contract Administrator | $485 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,760 | $69,362-6.6% | $101,248-36.0% | $73,488-11.9% |
| Participation rate | 47.8% | 68.4%-20.6pp | 75.8%-28.0pp | 70.7%-22.9pp |
| Annual return | 17.27% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,298 | $2,628-50.6% | $3,660-64.5% | $2,270-42.8% |
| Participant deferral / active EE | $1,892 | $3,300-42.7% | $4,370-56.7% | $3,740-49.4% |
| Admin fee / account holder | $518 | $704-26.4% | $5,945-91.3% | $513+1.0% |