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 LLP10+ years Filed as: EISNER AMPER LLP Service code 99 · EIN 87-1363769 | Other Fees | $27,581 |
Filed as: RAYMOND JAMES ASSOCIATES INC. Service code 99 · EIN 59-1237041 | Other Fees | $27,500 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,407 |
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 | $271,104 | $122,239+121.8% | $184,203+47.2% | $74,495+263.9% |
| Participation rate | 88.5% | 85.5%+3.0pp | 86.8%+1.7pp | 67.2%+21.3pp |
| Annual return | 16.03% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $7,556 | $4,537+66.5% | $6,427+17.6% | $2,623+188.1% |
| Participant deferral / active EE | $11,536 | $7,139+61.6% | $9,131+26.3% | $4,346+165.4% |
| Admin fee / account holder | $337 | $1,260-73.3% | $13,901-97.6% | $1,942-82.7% |