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 LLC4 years Service code 27 · EIN 84-1945910 | Advisory (Plan) | $56,141 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,549 |
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 | $94,846 | $41,078+130.9% | $80,569+17.7% | $71,457+32.7% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 19.46% | 38.45%-19.0pp | 935.43%-916.0pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,342 | $1,506+55.6% | $2,723-14.0% | $2,588-9.5% |
| Participant deferral / active EE | $11,623 | $2,699+330.6% | $4,447+161.3% | $4,289+171.0% |
| Admin fee / account holder | $333 | $1,840-81.9% | $5,377-93.8% | $1,587-79.0% |