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 Service code 27 · EIN 59-3431998 | Advisory (Plan) | $67,865 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $30,056 |
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,281 | $65,061-4.3% | $143,757-56.7% | $66,914-6.9% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -11.65% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $441 | $502-12.1% | $14,673-97.0% | $593-25.7% |