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 37 · EIN 04-2647786 | Loan Processing | $41,266 |
DAVIE KAPLAN2 years Service code 10 · EIN 16-1182991 | Accounting | $9,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,214 | $56,972+137.3% | $182,532-25.9% | $65,185+107.4% |
| Participation rate | 77.7% | 66.5%+11.1pp | 78.0%-0.3pp | 70.2%+7.5pp |
| Annual return | 25.80% | 27.67%-1.9pp | 148.54%-122.7pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,756 | $1,615+8.8% | $4,076-56.9% | $2,177-19.3% |
| Participant deferral / active EE | $5,212 | $3,526+47.8% | $5,524-5.6% | $3,514+48.3% |
| Admin fee / account holder | $1,292 | $528+144.7% | $8,592-85.0% | $847+52.5% |