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 64 · EIN 71-0294708 | Recordkeeping Fees | $68,797 |
Filed as: GUARDIAN LIFE INSURANCE COMPANY Service code 99 | Other Fees | $31,274 |
Filed as: PARK AVENUE INVESTMENT ADVISORY,LLC Service code 99 · EIN 13-5123390 | Other Fees | $31,274 |
CARNEGIE INVESTMENT COUNSEL2 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $11,461 |
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 | $65,990 | $49,451+33.4% | $79,550-17.0% | $66,914-1.4% |
| Participation rate | 93.8% | 61.3%+32.5pp | 69.5%+24.3pp | 69.8%+24.0pp |
| Annual return | -14.98% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $765 | $1,266-39.6% | $2,413-68.3% | $2,544-69.9% |
| Participant deferral / active EE | $4,761 | $3,159+50.7% | $3,985+19.5% | $4,237+12.4% |
| Admin fee / account holder | $425 | $595-28.6% | $6,832-93.8% | $593-28.4% |