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 3-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 |
|---|---|---|
NEUBERGER BERMAN3+ years Filed as: NEWBERGER BERMAN Service code 19 · EIN 02-0654486 | Securities Custodian | $74,587 |
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 | $51,803 | $78,485-34.0% | $106,213-51.2% | $74,495-30.5% |
| Participation rate | 96.5% | 72.8%+23.6pp | 75.3%+21.2pp | 67.2%+29.3pp |
| Annual return | 9.92% | 15.95%-6.0pp | 116.14%-106.2pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,500 | $2,523-0.9% | $3,171-21.2% | $2,623-4.7% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $379 | $2,232-83.0% | $11,033-96.6% | $1,942-80.5% |