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 |
|---|---|---|
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $47,964 |
Filed as: HARDING SHYMANSKI COMPANY PSC Service code 10 · EIN 35-1346211 | Accounting | $6,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$19,727 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,098 | $82,664+149.3% | $125,339+64.4% | $68,494+200.9% |
| Participation rate | 92.8% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.9pp |
| Annual return | -21.28% | -5.97%-15.3pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $3,772 | $3,381+11.6% | $4,814-21.6% | $2,596+45.3% |
| Participant deferral / active EE | $13,229 | $6,110+116.5% | $7,446+77.7% | $4,027+228.5% |
| Admin fee / account holder | $351 | $6,275-94.4% | $10,010-96.5% | $5,403-93.5% |