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 | $40,177 |
DAVIE KAPLAN4 years Filed as: DAVIE KAPLAN CPA Service code 10 · EIN 16-1182991 | Accounting | $9,700 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,901 | $62,132+130.0% | $185,823-23.1% | $73,488+94.5% |
| Participation rate | 81.1% | 67.8%+13.2pp | 78.0%+3.0pp | 70.7%+10.4pp |
| Annual return | -2.52% | 20.44%-23.0pp | 35.95%-38.5pp | 28.51%-31.0pp |
| Employer contribution / active EE | $2,256 | $1,681+34.2% | $4,087-44.8% | $2,270-0.6% |
| Participant deferral / active EE | $6,503 | $3,711+75.2% | $5,632+15.5% | $3,740+73.9% |
| Admin fee / account holder | $1,490 | $419+255.8% | $9,500-84.3% | $513+190.4% |