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 |
|---|---|---|
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO Service code 28 · EIN 74-2798841 | Investment Management | $240,594 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $176,469 |
BRADY, MCGUIRE & STEINBERG, PC5+ years Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $86,116 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $65,000 |
CLARKE & SAMPSON, INC.5+ years Filed as: CLARKE & SAMPSON, INC Service code 22 | Insurance Broker | $12,212 |
CLARKE & SAMPSON, INC.1 year Filed as: CLARK AND SAMPSON, INC. Service code 22 · EIN 54-0657005 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $323,401 | $81,719+295.7% | $101,248+219.4% | $90,288+258.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 11.51% | 337.64%-326.1pp | 46.47%-35.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $21,097 | $3,622+482.4% | $3,660+476.5% | $2,524+735.8% |
| Participant deferral / active EE | $71 | $3,310-97.9% | $4,370-98.4% | $4,232-98.3% |
| Admin fee / account holder | $325 | $162+100.9% | $5,945-94.5% | $114+185.2% |