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 |
|---|---|---|
CROWE LLP2 years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $19,628 |
BKD, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $12,950 |
Filed as: REAGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $12,500 |
EMPIRE VALUATION1 year Filed as: EMPIRE VALUATION CONSULTANTS Service code 34 777 CANAL VIEW BLVD STE 200 · ROCHESTER, NY 14623 | Valuation (appraisals, etc.) | $7,500 |
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 | $114,472 | $89,739+27.6% | $149,718-23.5% | $62,292+83.8% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.86% | 21.01%+1.8pp | 1501.63%-1478.8pp | 28.90%-6.0pp |
| Employer contribution / active EE | $4,890 | $3,233+51.3% | $5,445-10.2% | $2,042+139.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $413 | $551-25.0% | $11,283-96.3% | $479-13.8% |