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 |
|---|---|---|
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $23,829 |
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS, INC. Service code 27 538 PRESTON AVE · MERIDEN, CT 064504851 | Advisory (Plan) | $14,232 |
MCSOLEY MCCOY & CO3 years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $13,741 |
NFP RETIREMENT INC2 years Filed as: NFP PROPERTY AND CASUALTY SERVICES Service code 13 1355 S CLEARVIEW AVENUE · MESA, AZ 85209 | Contract Administrator | $5,619 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,430 | $79,700-22.9% | $153,485-60.0% | $74,495-17.5% |
| Participation rate | 94.2% | 69.8%+24.3pp | 77.1%+17.1pp | 67.2%+27.0pp |
| Annual return | 16.79% | 15.07%+1.7pp | 15.65%+1.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $447 | $4,016-88.9% | $5,039-91.1% | $2,623-82.9% |
| Participant deferral / active EE | $3,125 | $5,315-41.2% | $6,757-53.8% | $4,346-28.1% |
| Admin fee / account holder | $380 | $1,790-78.8% | $12,724-97.0% | $1,942-80.4% |