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 |
|---|---|---|
LAKE CITY BANK3+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $25,171 |
ASCENSUS LLC3+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $15,892 |
CORNERSTONE CPA GROUP3+ years Filed as: CORNERSTONE CPA GROUP LLP Service code 10 · EIN 47-1854716 | Accounting | $9,650 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6,215 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,917 | $52,639+21.4% | $185,117-65.5% | $62,292+2.6% |
| Participation rate | 83.3% | 63.9%+19.5pp | 77.3%+6.1pp | 69.5%+13.8pp |
| Annual return | 18.39% | 19.57%-1.2pp | 40.50%-22.1pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,514 | $1,483+2.1% | $4,182-63.8% | $2,042-25.8% |
| Participant deferral / active EE | $2,746 | $3,097-11.3% | $5,045-45.6% | $3,169-13.3% |
| Admin fee / account holder | $308 | $374-17.6% | $8,159-96.2% | $479-35.8% |