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 |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.1+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $12,095 |
AMERICAN FUNDS1+ years Filed as: CAPITAL TRUST AND BANK Service code 19 · EIN 95-6817943 | Securities Custodian | $9,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,344 | $50,464+598.2% | $75,781+364.9% | $52,331+573.3% |
| Participation rate | 31.1% | 66.8%-35.7pp | 75.8%-44.7pp | 68.1%-37.0pp |
| Annual return | -0.51% | 1.03%-1.5pp | 9.68%-10.2pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,760 | $2,570-31.5% | $3,651-51.8% | $3,022-41.8% |
| Admin fee / account holder | $331 | $1,103-70.0% | $5,299-93.8% | $592-44.1% |