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 KEENAN3 years Service code 15 · EIN 01-0439781 | Recordkeeping | $98,080 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $25,300 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,119 |
Service code 19 · EIN 04-1590850 | Securities Custodian | $647 |
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 | $158,784 | $106,236+49.5% | $112,228+41.5% | $64,808+145.0% |
| Participation rate | 57.1% | 71.7%-14.6pp | 75.1%-18.0pp | 71.5%-14.4pp |
| Annual return | 4.64% | -6.02%+10.7pp | 27.45%-22.8pp | 32.82%-28.2pp |
| Employer contribution / active EE | $3,772 | $3,166+19.1% | $3,635+3.8% | $2,506+50.5% |
| Participant deferral / active EE | $140 | $3,785-96.3% | $4,728-97.0% | $4,310-96.7% |
| Admin fee / account holder | $479 | $452+6.0% | $6,410-92.5% | $188+155.0% |