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 LLP3 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $21,003 |
REGAN CAPITAL, LLC3 years Filed as: REGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $14,500 |
BKD, LLP5 years Service code 10 · EIN 44-0160260 | Accounting | $14,250 |
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 | $122,952 | $136,307-9.8% | $177,821-30.9% | $73,488+67.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 5.34% | 18.68%-13.3pp | 48.32%-43.0pp | 28.51%-23.2pp |
| Employer contribution / active EE | $2,844 | $3,712-23.4% | $5,918-51.9% | $2,270+25.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |