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 |
|---|---|---|
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $29,328 |
BENEFIT RESOURCES, INC.2+ years Service code 13 · EIN 62-1838285 | Contract Administrator | $9,100 |
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 | $151,116 | $74,089+104.0% | $133,980+12.8% | $55,167+173.9% |
| Participation rate | 97.8% | 84.3%+13.5pp | 87.1%+10.7pp | 69.0%+28.8pp |
| Annual return | 9.90% | 12.11%-2.2pp | 29.30%-19.4pp | 169.23%-159.3pp |
| Employer contribution / active EE | $6,364 | $3,064+107.7% | $5,211+22.1% | $1,963+224.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $304 | $458-33.7% | $9,324-96.7% | $504-39.7% |