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 | $52,651 |
CARNEGIE INVESTMENT COUNSEL3 years Filed as: CARNEGIE INVESTMENT COUNCEL Service code 99 · EIN 26-4766975 | Other Fees | $32,871 |
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 | $123,411 | $44,960+174.5% | $84,966+45.2% | $74,495+65.7% |
| Participation rate | 96.6% | 49.4%+47.3pp | 67.5%+29.1pp | 67.2%+29.4pp |
| Annual return | 21.92% | 26.24%-4.3pp | 66.38%-44.5pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $4,822 | $1,457+230.9% | $2,727+76.8% | $2,623+83.8% |
| Participant deferral / active EE | $12,739 | $2,731+366.5% | $4,519+181.9% | $4,346+193.1% |
| Admin fee / account holder | $317 | $2,209-85.6% | $6,149-94.8% | $1,942-83.7% |