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 LLP4 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $17,622 |
BKD, LLP6 years Service code 10 · EIN 44-0160260 | Accounting | $14,750 |
REGAN CAPITAL, LLC4 years Filed as: REGAN CONSULTING, INC. Service code 34 3495 PIEDMONT ROAD, NE · ATLANTA, GA 30305 | Valuation (appraisals, etc.) | $14,500 |
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 | $122,312 | $121,341+0.8% | $189,513-35.5% | $79,386+54.1% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 7.03% | 21.08%-14.1pp | 555.15%-548.1pp | 116.85%-109.8pp |
| Employer contribution / active EE | $2,952 | $3,915-24.6% | $6,162-52.1% | $2,427+21.6% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |