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 Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $17,072 |
REGAN CAPITAL, LLC2 years Filed as: REGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $14,045 |
BKD, LLP4 years Service code 10 · EIN 44-0160260 | Accounting | $13,800 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,531 | $98,982+17.7% | $162,163-28.1% | $65,185+78.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 13.32% | 24.84%-11.5pp | 115.59%-102.3pp | 29.38%-16.1pp |
| Employer contribution / active EE | $2,710 | $3,467-21.8% | $5,614-51.7% | $2,177+24.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |