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 REAMES9+ years Filed as: ASHFORD/BERT REAMS Service code 27 · EIN 59-3431998 | Advisory (Plan) | $314,578 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $139,827 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,038 | $50,127+1.8% | $149,673-65.9% | $80,160-36.3% |
| Participation rate | 86.4% | 64.3%+22.1pp | 78.8%+7.6pp | 72.9%+13.5pp |
| Annual return | 15.25% | 29.82%-14.6pp | 134.42%-119.2pp | 40.38%-25.1pp |
| Employer contribution / active EE | $1,891 | $1,865+1.4% | $4,818-60.7% | $2,978-36.5% |
| Participant deferral / active EE | $4,302 | $3,194+34.7% | $5,680-24.3% | $5,017-14.3% |
| Admin fee / account holder | $299 | $153+96.1% | $13,210-97.7% | $145+106.6% |