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 |
|---|---|---|
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 4 BECKER FARM ROAD · ROSELAND, NJ 07068 | Accounting | $30,000 |
BURLEIGH CONSULTING GROUP3+ years Service code 17 · EIN 62-0842964 465 JACK KRAMER DRIVE, SUITE 2 · MEMPHIS, TN 38117 | Pension Consulting | $9,300 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,885,952 | $171,865+1579.2% | $149,718+1827.6% | $147,584+1855.5% |
| Participation rate | 30.0% | 88.2%-58.2pp | 87.1%-57.1pp | 82.8%-52.8pp |
| Annual return | 6.75% | 2113.22%-2106.5pp | 1501.63%-1494.9pp | 578.55%-571.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,203 | $13,799-26.1% | $11,283-9.6% | $10,885-6.3% |