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 13 · EIN 42-0127290 | Contract Administrator | $47,911 |
FIRST HORIZON ADVISORS INC4 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $20,923 |
DAUBY O'CONNOR & ZALESKI, LLC10+ years Service code 10 · EIN 35-1750664 | Accounting | $7,500 |
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 | $20,339 | $55,472-63.3% | $155,567-86.9% | $74,546-72.7% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 11.45% | 268.72%-257.3pp | 64.74%-53.3pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $993 | $2,269-56.2% | $4,674-78.8% | $2,624-62.2% |
| Participant deferral / active EE | $2,027 | $2,838-28.6% | $5,628-64.0% | $4,347-53.4% |
| Admin fee / account holder | $450 | $1,743-74.2% | $15,916-97.2% | $1,944-76.9% |