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 |
|---|---|---|
ASHFORD/BERT REAMES8+ years Filed as: ASHFORD/BERT REAMS Service code 27 · EIN 59-3431998 | Advisory (Plan) | $293,175 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $155,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,334 | $45,000-1.5% | $143,757-69.2% | $77,904-43.1% |
| Participation rate | 85.8% | 66.8%+19.0pp | 80.3%+5.5pp | 73.7%+12.2pp |
| Annual return | -12.18% | 29.03%-41.2pp | -0.04%-12.1pp | 12.21%-24.4pp |
| Employer contribution / active EE | $1,865 | $1,870-0.3% | $4,951-62.3% | $2,848-34.5% |
| Participant deferral / active EE | $4,093 | $3,157+29.7% | $5,637-27.4% | $4,806-14.8% |
| Admin fee / account holder | $302 | $98+207.2% | $14,673-97.9% | $133+128.2% |