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 |
|---|---|---|
HOBERMAN & LESSER, LLP3 years Filed as: HOBERMAN & LESSER Service code 10 · EIN 47-1492235 | Accounting | $2,221,925 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $62,814 |
Filed as: PRINCIPAL FINANCIAL GRP Service code 13 · EIN 42-1520346 | Contract Administrator | $26,073 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,668 | $59,839+78.3% | $81,983+30.1% | $79,858+33.6% |
| Participation rate | 95.9% | 61.6%+34.3pp | 69.2%+26.6pp | 69.6%+26.2pp |
| Annual return | 11.05% | 17.56%-6.5pp | 41.31%-30.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $520 | $1,713-69.7% | $2,498-79.2% | $2,471-79.0% |
| Participant deferral / active EE | $3,293 | $2,695+22.2% | $3,722-11.5% | $3,740-11.9% |
| Admin fee / account holder | $507 | $4,287-88.2% | $5,664-91.1% | $5,306-90.5% |