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 19 · EIN 39-1230894 | Securities Custodian | $48,823 |
JOHNSON & KROL, LLC5 years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $20,103 |
Filed as: L. M. HENDERSON & COMPANY, LLP Service code 10 · EIN 20-5520612 | Accounting | $13,791 |
Filed as: GALLAGHER RISK MANAGEMENT SERVICES Service code 23 PO BOX 39735 · CHICAGO, IL 60694 | Insurance services | $6,891 |
HUNTS INSURANCE GROUP2 years Service code 23 · EIN 36-2730032 | Insurance services | $0 |
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 | $32,622 | $65,908-50.5% | $81,812-60.1% | $77,643-58.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 10.81% | 26.64%-15.8pp | 773.79%-763.0pp | 31.24%-20.4pp |
| Employer contribution / active EE | $3,391 | $2,370+43.1% | $2,912+16.4% | $2,726+24.4% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $368 | $526-30.0% | $7,386-95.0% | $430-14.4% |