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 | $39,858 |
Filed as: ARGI INVESTMENT SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $16,455 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 16 · EIN 35-2467663 | Consulting | $15,791 |
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 | $306,673 | $76,670+300.0% | $96,683+217.2% | $71,457+329.2% |
| Participation rate | 94.0% | 66.6%+27.4pp | 74.3%+19.6pp | 67.9%+26.1pp |
| Annual return | 17.49% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $11,348 | $3,031+274.4% | $3,737+203.7% | $2,588+338.6% |
| Participant deferral / active EE | $10,125 | $3,771+168.5% | $4,878+107.6% | $4,289+136.1% |
| Admin fee / account holder | $343 | $2,028-83.1% | $6,730-94.9% | $1,587-78.4% |