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 |
|---|---|---|
BLANKENSHIP CPA GROUP, PLLC2 years Filed as: BLANKENSHIP CPA GROUP Service code 10 · EIN 45-0491842 | Accounting | $8,000 |
ERISA ADVISERS, INC.7 years Service code 26 · EIN 46-4414880 215 CENTERVIEW DRIVE · BRENTWOOD, TN 37027 | Advisory (Participants) | $0 |
ERISA PARTNERS, INC.7 years Service code 15 · EIN 64-0815705 215 CENTERVIEW DRIVE · BRENTWOOD, TN 37027 | Recordkeeping | $0 |
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 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 | $75,847 | $119,446-36.5% | $150,045-49.5% | $85,563-11.4% |
| Participation rate | 92.8% | 75.4%+17.3pp | 82.3%+10.5pp | 66.0%+26.8pp |
| Annual return | 14.02% | 23.72%-9.7pp | 62.55%-48.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,730 | $4,078-57.6% | $4,693-63.1% | $2,654-34.8% |
| Participant deferral / active EE | $5,496 | $7,985-31.2% | $7,997-31.3% | $4,375+25.6% |
| Admin fee / account holder | $507 | $548-7.4% | $13,435-96.2% | $834-39.2% |