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 |
|---|---|---|
IVES & SULTAN LLP2 years Service code 10 · EIN 11-2715389 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Accounting | $20,000 |
ALERUS FINANCIAL, N.A.2 years Filed as: ALERUS FINANCIAL N.A Service code 21 · EIN 45-6062081 19765 HIGHWAY 7 · SHOREWOOD, MN 55331 | Bank Trustee | $18,875 |
BSI2 years Service code 15 · EIN 95-4396363 4670 S. FORT APACHE · LAS VEGAS, NV 89147 | Recordkeeping | $15,782 |
SC&H CAPITAL2 years Service code 34 · EIN 20-5991824 910 RIDGEBROOK ROAD · SPARKS, MD 21152 | Valuation (appraisals, etc.) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $605,930 | $64,119+845.0% | $112,228+439.9% | $66,914+805.5% |
| Participation rate | 0.0% | 68.5%-68.5pp | 75.1%-75.1pp | 69.8%-69.8pp |
| Annual return | 19.53% | -13.81%+33.3pp | 27.45%-7.9pp | 1.58%+17.9pp |
| Employer contribution / active EE | $4,888 | $3,005+62.6% | $3,635+34.5% | $2,544+92.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3,029 | $625+384.4% | $6,410-52.8% | $593+410.5% |