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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $53,275 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $52,024 |
EISNERAMPER LLP2 years Service code 10 · EIN 87-1363769 | Accounting | $30,095 |
INTAC ACTUARIAL SERVICES2 years Service code 49 · EIN 22-2446239 | Other Services | $20,555 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $258,260 | $91,407+182.5% | $135,903+90.0% | $71,457+261.4% |
| Participation rate | 75.6% | 75.7%0pp | 81.9%-6.3pp | 67.9%+7.7pp |
| Annual return | 17.26% | 29.90%-12.6pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,861 | $3,703-49.8% | $4,856-61.7% | $2,588-28.1% |
| Participant deferral / active EE | $11,981 | $7,092+68.9% | $7,758+54.4% | $4,289+179.4% |
| Admin fee / account holder | $1,039 | $1,266-17.9% | $10,762-90.3% | $1,587-34.5% |