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 |
|---|---|---|
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $32,130 |
RONALD BLUE & COMPANY1 year Filed as: RONALD SOKOLOWSKI Service code 30 · EIN 13-3234213 | Employee (plan) | $29,600 |
TAMMI HABERMEHL6 years Service code 30 · EIN 13-3234213 | Employee (plan) | $27,426 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 17 · EIN 59-3676255 | Pension Consulting | $16,000 |
BMO HARRIS BANK NA10+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $14,063 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, INC Service code 15 · EIN 52-1796473 | Recordkeeping | $12,133 |
Filed as: LIPSITZ GREEN SCIME & CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $5,173 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,989 | $92,224-6.8% | $105,223-18.3% | $79,634+8.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.31% | 88.65%-80.3pp | 180.65%-172.3pp | 36.46%-28.2pp |
| Employer contribution / active EE | $8,399 | $3,965+111.8% | $3,689+127.7% | $2,529+232.1% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $479 | $1,121-57.3% | $8,859-94.6% | $1,002-52.2% |