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 |
|---|---|---|
Filed as: FIRLEY, MORAN,FREER & EASSA,CPA P.C Service code 10 · EIN 16-1148763 | Accounting | $12,852 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,939 |
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 | $105,168 | $81,446+29.1% | $103,374+1.7% | $80,874+30.0% |
| Participation rate | 89.7% | 66.9%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 8.57% | 25.57%-17.0pp | 24.89%-16.3pp | 35.62%-27.0pp |
| Employer contribution / active EE | $12,337 | $3,107+297.0% | $3,869+218.8% | $2,756+347.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $370 | $6,715-94.5% | $8,394-95.6% | $6,935-94.7% |