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 |
|---|---|---|
SPOTLIGHT ASSET GROUP INC.2 years Service code 27 2 MID AMERICA PLAZA STE 710 · OAKBROOK TERACE, IL 60181 | Advisory (Plan) | $20,200 |
GREST-WEST LIFE & ANNUITY INSURANCE2 years Filed as: GREST WEST LIFE & ANNUNITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,914 |
BEYER-BARBER COMPANY2 years Filed as: BEYER BARBER COMPANY Service code 13 1136 HAMILTON ST STE 103 · ALLENTOWN, PA 18103 | Contract Administrator | $2,625 |
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 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 | $52,475 | $66,124-20.6% | $90,404-42.0% | $73,488-28.6% |
| Participation rate | 79.9% | 69.7%+10.2pp | 72.7%+7.2pp | 70.7%+9.2pp |
| Annual return | 13.83% | 17.65%-3.8pp | 1293.02%-1279.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $5,066 | $2,346+115.9% | $3,262+55.3% | $2,270+123.2% |
| Participant deferral / active EE | $143 | $3,039-95.3% | $3,963-96.4% | $3,740-96.2% |
| Admin fee / account holder | $314 | $396-20.7% | $5,611-94.4% | $513-38.8% |