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 4-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 |
|---|---|---|
MICHAEL PETERSON1 year Service code 25 · EIN 41-1926163 162 HICKORY LEDGE LANE · WINNSBORO, SC 29180 | Directed Trustee | $36,593 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $36,345 |
KATZ, SAPPER & MILLER1 year Service code 10 · EIN 35-1090346 800 E 96TH ST. · INDIANAPOLIS, IN 46240 | Accounting | $15,750 |
BMO HARRIS BANK NA1 year Filed as: M&T BANK Service code 65 · EIN 16-0968385 120 WHITE PLAINS RD. · TARRYTOWN, NY 10591 | Account Maintenance | $3,465 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,599 | $79,171-72.7% | $102,423-78.9% | $74,495-71.0% |
| Participation rate | 91.5% | 74.8%+16.7pp | 76.5%+15.0pp | 67.2%+24.3pp |
| Annual return | -14.27% | 54.93%-69.2pp | 29.32%-43.6pp | 1364.94%-1379.2pp |
| Employer contribution / active EE | $12,631 | $2,362+434.7% | $3,023+317.8% | $2,623+381.6% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $419 | $2,001-79.1% | $9,451-95.6% | $1,942-78.4% |