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: HUTCHINSON & BLOODGOOD, LLP Service code 10 · EIN 95-0858589 | Accounting | $27,250 |
Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $7,404 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 28 · EIN 82-3719843 | Investment Management | $5,989 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,183 | $81,460-66.6% | $103,333-73.7% | $80,856-66.4% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | -7.64% | 25.55%-33.2pp | 24.88%-32.5pp | 35.59%-43.2pp |
| Employer contribution / active EE | $2,151 | $3,105-30.7% | $3,868-44.4% | $2,755-21.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $399 | $6,566-93.9% | $8,355-95.2% | $6,918-94.2% |