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 28 · EIN 13-5674085 | Investment Management | $100,028 |
ENNIS HARGADON, LLC3+ years Service code 10 · EIN 47-1121653 | Accounting | $47,041 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $25,429 |
JBM COMPUTER CONSULTANTS3+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $11,038 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $6,325 |
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 | $50,277 | $44,059+14.1% | $71,671-29.9% | $69,631-27.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 68.7%+31.3pp | 70.7%+29.3pp |
| Annual return | 10.15% | 21.97%-11.8pp | 20.65%-10.5pp | 27571.02%-27560.9pp |
| Employer contribution / active EE | $6,554 | $1,305+402.3% | $2,460+166.5% | $2,032+222.5% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $747 | $108+593.4% | $5,558-86.6% | $110+576.0% |