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 |
|---|---|---|
APEXIUM FINANCIAL LP7 years Service code 27 1800 JFK BOULEVARD, 20TH FLOOR · PHILADELPHIA, PA 19103 | Advisory (Plan) | $56,928 |
BPA OF WI A BENESYS COMPANY7 years Filed as: BPA INTERNATIONAL Service code 15 · EIN 16-1503696 6 RHODES DRIVE, #7 · UTICA, NY 13502 | Recordkeeping | $16,143 |
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 | $192,861 | $102,317+88.5% | $146,958+31.2% | $80,856+138.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.20% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,285 | $3,713-11.5% | $4,933-33.4% | $2,755+19.2% |
| Participant deferral / active EE | $8,601 | $6,644+29.5% | $8,070+6.6% | $4,296+100.2% |
| Admin fee / account holder | $697 | $7,941-91.2% | $12,998-94.6% | $6,918-89.9% |