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 15 · EIN 65-0608221 | Recordkeeping | $749,486 |
ALCOTT HR GROUP LLC9 years Service code 14 71 EXECUTIVE BLVD · FARMINGDALE, NY 11735 | Plan Administrator | $122,574 |
BKS RETIREMENT SERVICES6 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $33,000 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $22,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,166 | $44,897+76.3% | $85,009-6.9% | $199,768-60.4% |
| Participation rate | 66.5% | 45.7%+20.8pp | 67.5%-1.0pp | 72.0%-5.5pp |
| Annual return | 14.75% | 20.96%-6.2pp | 66.47%-51.7pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,980 | $1,365+45.0% | $2,728-27.4% | $3,037-34.8% |
| Participant deferral / active EE | $5,394 | $2,668+102.2% | $4,522+19.3% | $5,090+6.0% |
| Admin fee / account holder | $322 | $584-44.9% | $6,153-94.8% | $269+19.7% |