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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,635 |
Filed as: ARGI INVESTMENTS SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $34,591 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,198 | $77,660+444.9% | $109,143+287.7% | $79,386+433.1% |
| Participation rate | 97.7% | 67.8%+29.9pp | 75.9%+21.9pp | 70.7%+27.0pp |
| Annual return | 17.44% | 23.44%-6.0pp | 25.75%-8.3pp | 116.85%-99.4pp |
| Employer contribution / active EE | $16,482 | $2,797+489.2% | $3,722+342.8% | $2,427+579.0% |
| Participant deferral / active EE | $9,594 | $3,518+172.7% | $4,653+106.2% | $4,046+137.1% |
| Admin fee / account holder | $496 | $732-32.2% | $6,752-92.7% | $626-20.8% |