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 |
|---|---|---|
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $32,182 |
BENEFIT CONSULTANTS GROUP11+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $3,477 |
Filed as: MELTZER GROUP - KESTRA ADVISORS Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $0 |
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 | $679,711 | $148,978+356.2% | $200,582+238.9% | $84,808+701.5% |
| Participation rate | 93.1% | 84.2%+8.8pp | 86.9%+6.2pp | 68.3%+24.7pp |
| Annual return | 29.10% | 28.16%+0.9pp | 42.33%-13.2pp | 40.90%-11.8pp |
| Employer contribution / active EE | $3,277 | $4,815-31.9% | $6,419-48.9% | $2,631+24.6% |
| Participant deferral / active EE | $15,332 | $7,142+114.7% | $9,331+64.3% | $4,212+264.1% |
| Admin fee / account holder | $396 | $13,977-97.2% | $16,305-97.6% | $7,344-94.6% |