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 60 · EIN 04-2647786 | Sub-TA Fees | $50,949 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & COMPANY P.C. Service code 10 · EIN 06-1009205 | Accounting | $13,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,275 | $73,102+373.7% | $123,544+180.3% | $56,287+515.2% |
| Participation rate | 89.3% | 74.3%+14.9pp | 82.3%+7.0pp | 69.9%+19.4pp |
| Annual return | -4.42% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $7,959 | $2,977+167.3% | $4,628+72.0% | $2,111+277.0% |
| Participant deferral / active EE | $8,704 | $5,423+60.5% | $6,426+35.5% | $3,350+159.9% |
| Admin fee / account holder | $450 | $554-18.7% | $9,284-95.2% | $521-13.6% |