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 |
|---|---|---|
KIMBERELY KEENAN2 years Service code 15 · EIN 01-0439781 | Recordkeeping | $98,635 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $25,300 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,856 |
FILLER & ASSOCIATES P.A.6+ years Service code 10 · EIN 01-0378528 | Accounting | $5,330 |
Service code 19 · EIN 04-1590850 | Securities Custodian | $520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,598 | $78,275+112.8% | $109,143+52.6% | $86,799+91.9% |
| Participation rate | 52.7% | 73.8%-21.1pp | 75.9%-23.2pp | 72.3%-19.6pp |
| Annual return | 41.15% | 19.14%+22.0pp | 25.75%+15.4pp | 97.91%-56.8pp |
| Employer contribution / active EE | $2,705 | $3,105-12.9% | $3,722-27.3% | $2,405+12.5% |
| Participant deferral / active EE | $128 | $3,641-96.5% | $4,653-97.3% | $4,131-96.9% |
| Admin fee / account holder | $509 | $198+156.7% | $6,752-92.5% | $170+200.5% |