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 KEENAN5 years Service code 15 · EIN 01-0439781 | Recordkeeping | $112,718 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $28,197 |
MEKETA INVESTMENT GROUP1 year Service code 28 80 UNIVERSITY AVE · WESTWOOD, MA 02090 | Investment Management | $18,266 |
Filed as: JENSEN BAIRD GARDNER & HENRY Service code 29 10 FREE STREET · PORTLAND, ME 04101 | Legal | $12,352 |
Filed as: PENSION FUND EVALUATION, INC. Service code 27 · EIN 11-2503982 | Advisory (Plan) | $6,325 |
Filed as: EMPOWER ANNUITY INS. CO. Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $134,319 | $82,917+62.0% | $103,333+30.0% | $77,643+73.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 20.29% | 19.13%+1.2pp | 24.88%-4.6pp | 31.24%-10.9pp |
| Employer contribution / active EE | $6,879 | $3,552+93.7% | $3,868+77.9% | $2,726+152.4% |
| Participant deferral / active EE | $217 | $4,108-94.7% | $5,057-95.7% | $4,647-95.3% |
| Admin fee / account holder | $438 | $638-31.4% | $8,355-94.8% | $430+1.7% |