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 9-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 |
|---|---|---|
CROWE LLP2 years Service code 10 · EIN 35-0912680 | Accounting | $24,158 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 · EIN 13-4238973 | Accounting | $22,956 |
MAH & ASSOCIATES, LLP3 years Service code 10 · EIN 94-3342694 | Accounting | $22,500 |
Filed as: MATHESON FINANCIAL ADVISORS, INC. Service code 27 1313 DOLLEY MADISON BLVD, SUITE 305 · MCLEAN, VA 22101 | Advisory (Plan) | $17,900 |
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 | $122,959 | $91,407+34.5% | $135,903-9.5% | $71,457+72.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 32.11% | 29.90%+2.2pp | 68.23%-36.1pp | 28.85%+3.3pp |
| Employer contribution / active EE | $4,450 | $3,703+20.2% | $4,856-8.4% | $2,588+72.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $368 | $1,266-70.9% | $10,762-96.6% | $1,587-76.8% |