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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 | Consulting | $89,110 |
HOBERMAN & LESSER, LLP1 year Filed as: HOBERMAN & LESSER CPAS, Service code 10 · EIN 47-1492235 | Accounting | $44,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,790 |
Filed as: PRINCIPAL FINANCIAL GRP Service code 13 · EIN 42-1520346 | Contract Administrator | $7,588 |
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 | $120,745 | $62,573+93.0% | $85,682+40.9% | $85,850+40.6% |
| Participation rate | 90.2% | 61.1%+29.1pp | 69.9%+20.3pp | 69.3%+20.9pp |
| Annual return | 12.21% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $825 | $1,757-53.0% | $2,618-68.5% | $2,565-67.8% |
| Participant deferral / active EE | $4,805 | $2,802+71.4% | $3,923+22.5% | $3,952+21.6% |
| Admin fee / account holder | $543 | $4,640-88.3% | $6,873-92.1% | $6,260-91.3% |