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 |
|---|---|---|
CURI WEALTH MANAGEMENT LLC2 years Service code 27 · EIN 84-1945910 | Advisory (Plan) | $54,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,105 |
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 | $95,798 | $79,694+20.2% | $96,139-0.4% | $79,386+20.7% |
| Participation rate | 95.6% | 54.0%+41.6pp | 68.4%+27.1pp | 70.7%+24.9pp |
| Annual return | 20.31% | 40.84%-20.5pp | 191.94%-171.6pp | 116.85%-96.5pp |
| Employer contribution / active EE | $1,076 | $1,443-25.5% | $2,797-61.5% | $2,427-55.7% |
| Participant deferral / active EE | $9,995 | $2,539+293.7% | $4,349+129.8% | $4,046+147.1% |
| Admin fee / account holder | $348 | $630-44.7% | $5,537-93.7% | $626-44.4% |