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 |
|---|---|---|
HAND BENEFITS & TRUST COMPANY2+ years Filed as: HAND BENFITS & TRUST COMPANY Service code 19 · EIN 74-1977743 | Securities Custodian | $34,002 |
MFP STRATEGIES2+ years Service code 52 · EIN 23-3038134 | Indirect Investment Fees | $26,533 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES J. JOHNSTON,PC. Service code 29 · EIN 23-2077724 | Legal | $7,409 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 | Accounting | $7,250 |
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 | $112,208 | $52,884+112.2% | $84,750+32.4% | $55,167+103.4% |
| Participation rate | 92.6% | 67.5%+25.1pp | 76.6%+16.0pp | 69.0%+23.6pp |
| Annual return | 8.08% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,863 | $2,233+73.0% | $3,574+8.1% | $1,963+96.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $659 | $581+13.6% | $5,332-87.6% | $504+30.9% |