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 |
|---|---|---|
LAIKEN ASSOCIATES, INC.1 year Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $25,965 |
MORNINGSTAR7+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,421 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,316 | $59,584+390.6% | $86,874+236.5% | $79,386+268.2% |
| Participation rate | 99.3% | 67.7%+31.6pp | 71.6%+27.7pp | 70.7%+28.6pp |
| Annual return | 13.71% | 23.15%-9.4pp | 63.52%-49.8pp | 116.85%-103.1pp |
| Employer contribution / active EE | $7,032 | $1,768+297.8% | $2,495+181.8% | $2,427+189.7% |
| Participant deferral / active EE | $10,983 | $3,036+261.7% | $3,699+196.9% | $4,046+171.5% |
| Admin fee / account holder | $557 | $604-7.9% | $5,828-90.4% | $626-11.1% |