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 |
|---|---|---|
EISNERAMPER LLP2 years Service code 99 · EIN 87-1363769 | Other Fees | $39,000 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 99 · EIN 59-1237041 | Other Fees | $25,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,856 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,607 | $102,553+108.3% | $151,611+40.9% | $66,914+219.2% |
| Participation rate | 89.0% | 85.5%+3.5pp | 87.5%+1.5pp | 69.8%+19.2pp |
| Annual return | -17.81% | -10.82%-7.0pp | 3.33%-21.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $7,061 | $4,180+68.9% | $6,166+14.5% | $2,544+177.5% |
| Participant deferral / active EE | $11,044 | $6,641+66.3% | $8,363+32.1% | $4,237+160.7% |
| Admin fee / account holder | $376 | $630-40.3% | $11,616-96.8% | $593-36.6% |