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) | $114,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,991 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $11,300 |
RPW SOLUTIONS LLC1 year Service code 16 · EIN 88-1100312 | Consulting | $10,460 |
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 | $590,362 | $91,407+545.9% | $135,903+334.4% | $71,457+726.2% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 18.35% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $19,447 | $3,703+425.1% | $4,856+300.5% | $2,588+651.5% |
| Participant deferral / active EE | $13,596 | $7,092+91.7% | $7,758+75.3% | $4,289+217.0% |
| Admin fee / account holder | $904 | $1,266-28.6% | $10,762-91.6% | $1,587-43.0% |