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 13 · EIN 31-1360674 | Contract Administrator | $52,283 |
HACKMAN FINANCIAL GROUP, INC7 years Service code 26 · EIN 31-1463720 | Advisory (Participants) | $35,242 |
DEAN DORTON ALLEN FORD, PLLC3 years Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $19,503 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $133,974 | $104,919+27.7% | $116,228+15.3% | $85,563+56.6% |
| Participation rate | 92.5% | 78.6%+13.9pp | 74.6%+17.9pp | 66.0%+26.5pp |
| Annual return | 21.36% | 15.38%+6.0pp | 90.06%-68.7pp | 31.51%-10.2pp |
| Employer contribution / active EE | $2,256 | $3,485-35.3% | $2,994-24.7% | $2,654-15.0% |
| Participant deferral / active EE | $7,013 | $5,306+32.2% | $4,953+41.6% | $4,375+60.3% |
| Admin fee / account holder | $377 | $429-12.1% | $11,989-96.9% | $834-54.8% |