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 |
|---|---|---|
BLITMAN & KING7+ years Service code 29 · EIN 16-1047304 | Legal | $42,141 |
Filed as: MENGEL, METZGER, BARR & CO. Service code 10 · EIN 16-1092347 | Accounting | $15,750 |
INSERO & CO. CPAS, LLP1 year Filed as: INESERO & CO. CPAS Service code 10 · EIN 47-5324570 | Accounting | $5,325 |
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 | $157,054 | $64,119+144.9% | $112,228+39.9% | $66,914+134.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -4.88% | -13.81%+8.9pp | 27.45%-32.3pp | 1.58%-6.5pp |
| Employer contribution / active EE | $6,689 | $3,005+122.6% | $3,635+84.0% | $2,544+162.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $664 | $625+6.2% | $6,410-89.6% | $593+11.9% |