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.3 years Filed as: LAIKEN ASSOCIATES INC Service code 49 · EIN 13-1980835 | Other Services | $24,508 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,147 |
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 | $275,860 | $56,423+388.9% | $77,163+257.5% | $71,457+286.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.09% | 19.05%0pp | 37.87%-18.8pp | 28.85%-9.8pp |
| Employer contribution / active EE | $7,020 | $1,866+276.2% | $2,535+176.9% | $2,588+171.3% |
| Participant deferral / active EE | $11,838 | $3,142+276.8% | $3,833+208.8% | $4,289+176.0% |
| Admin fee / account holder | $493 | $1,429-65.5% | $5,472-91.0% | $1,587-68.9% |