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 |
|---|---|---|
FORVIS MAZARS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $29,640 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $20,484 |
Service code 99 · EIN 22-2778225 | Other Fees | $19,690 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $13,535 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,597 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 99 · EIN 22-2778225 | Other Fees | $5,357 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,537 |
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 | $155,294 | $130,194+19.3% | $169,993-8.6% | $71,457+117.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.89% | 20.37%-4.5pp | 53.37%-37.5pp | 28.85%-13.0pp |
| Employer contribution / active EE | $2,148 | $4,381-51.0% | $6,785-68.3% | $2,588-17.0% |
| Participant deferral / active EE | $6,444 | $6,923-6.9% | $10,408-38.1% | $4,289+50.3% |
| Admin fee / account holder | $547 | $966-43.4% | $12,815-95.7% | $1,587-65.6% |