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 9-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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD2+ years Service code 28 · EIN 35-1588335 | Investment Management | $57,900 |
NYHART1 year Service code 15 · EIN 35-0966414 | Recordkeeping | $31,085 |
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 | $157,497 | $55,453+184.0% | $170,442-7.6% | $62,292+152.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.24% | 21.38%-9.1pp | 205.93%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $5,240 | $2,164+142.2% | $5,433-3.5% | $2,042+156.6% |
| Participant deferral / active EE | $5,036 | $2,303+118.7% | $4,939+1.9% | $3,169+58.9% |
| Admin fee / account holder | $481 | $455+5.7% | $13,880-96.5% | $479+0.3% |