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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $115,709 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $27,856 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $21,700 |
CAMMACK LARHETTE ADVISORS6 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $9,285 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 16 · EIN 32-0070947 | Consulting | $5,124 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $25 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,808 | $62,723+71.9% | $142,863-24.5% | $86,799+24.2% |
| Participation rate | 61.2% | 62.6%-1.3pp | 71.9%-10.7pp | 72.3%-11.0pp |
| Annual return | 15.54% | 17.62%-2.1pp | 5637.54%-5622.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $931 | $1,627-42.8% | $4,144-77.5% | $2,405-61.3% |
| Participant deferral / active EE | $3,421 | $3,039+12.6% | $3,837-10.9% | $4,131-17.2% |
| Admin fee / account holder | $379 | $140+171.6% | $6,560-94.2% | $170+123.6% |