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 NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $62,931 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $45,575 |
EISNERAMPER LLP3 years Service code 10 · EIN 87-1363769 | Accounting | $24,150 |
INTAC ACTUARIAL SERVICES3 years Service code 49 · EIN 22-2446239 | Other Services | $6,160 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,550 |
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 | $284,182 | $101,317+180.5% | $146,958+93.4% | $74,495+281.5% |
| Participation rate | 79.9% | 75.5%+4.3pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 14.84% | 8730.91%-8716.1pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,049 | $3,810-46.2% | $4,933-58.5% | $2,623-21.9% |
| Participant deferral / active EE | $13,701 | $7,303+87.6% | $8,070+69.8% | $4,346+215.3% |
| Admin fee / account holder | $859 | $1,739-50.6% | $12,998-93.4% | $1,942-55.7% |