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 |
|---|---|---|
Filed as: STOUT Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.) | $28,788 |
Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,345 | $81,208-24.5% | $98,907-38.0% | $79,858-23.2% |
| Participation rate | 97.8% | 72.5%+25.3pp | 76.0%+21.8pp | 69.6%+28.2pp |
| Annual return | 151.89% | 60.99%+90.9pp | 196.43%-44.5pp | 31.71%+120.2pp |
| Employer contribution / active EE | $16,879 | $1,960+761.3% | $2,689+527.7% | $2,471+583.1% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $330 | $6,013-94.5% | $6,642-95.0% | $5,306-93.8% |