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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $97,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,879 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,014 |
CARON & BLETZER, PLLC8+ years Filed as: CARON & BLETZER PLLC Service code 16 · EIN 04-3499945 | Consulting | $10,500 |
Filed as: HUB RETIREMENT AND WEALTH MANAG Service code 16 · EIN 04-2623673 | Consulting | $6,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $502,178 | $84,487+494.4% | $125,339+300.7% | $66,914+650.5% |
| Participation rate | 98.3% | 76.4%+21.9pp | 82.4%+15.9pp | 69.8%+28.5pp |
| Annual return | -15.93% | -8.39%-7.5pp | 572.05%-588.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $18,105 | $3,553+409.6% | $4,814+276.1% | $2,544+611.6% |
| Participant deferral / active EE | $12,598 | $6,781+85.8% | $7,446+69.2% | $4,237+197.3% |
| Admin fee / account holder | $908 | $685+32.5% | $10,010-90.9% | $593+53.0% |