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 Service code 27 · EIN 59-3431998 | Advisory (Plan) | $62,484 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $21,527 |
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.
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 | $69,962 | $61,272+14.2% | $149,673-53.3% | $71,457-2.1% |
| Participation rate | 96.7% | 62.5%+34.2pp | 78.8%+18.0pp | 67.9%+28.8pp |
| Annual return | 12.59% | 35.85%-23.3pp | 134.42%-121.8pp | 28.85%-16.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $464 | $1,261-63.2% | $13,210-96.5% | $1,587-70.8% |