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 |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 PO BOX 2598 · RINCON, GA 31326 | Legal | $81,847 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $50,000 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $18,230 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,200 |
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 | $311,394 | $122,239+154.7% | $184,203+69.0% | $74,495+318.0% |
| Participation rate | 97.3% | 85.5%+11.9pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 15.40% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $10,683 | $4,537+135.4% | $6,427+66.2% | $2,623+307.3% |
| Participant deferral / active EE | $16,745 | $7,139+134.6% | $9,131+83.4% | $4,346+285.3% |
| Admin fee / account holder | $717 | $1,260-43.1% | $13,901-94.8% | $1,942-63.1% |