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 6-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 |
|---|---|---|
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 PO BOX 25549 · RICHMOND, VA 23260 | Accounting | $40,136 |
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $25,168 |
Filed as: IFP ADVISORS, INC. DBA INDEPENDENT Service code 26 · EIN 59-3331424 | Advisory (Participants) | $18,664 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,864 | $79,171-45.9% | $102,423-58.2% | $74,495-42.5% |
| Participation rate | 77.3% | 74.8%+2.5pp | 76.5%+0.8pp | 67.2%+10.1pp |
| Annual return | 17.05% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,021 | $2,362-14.4% | $3,023-33.1% | $2,623-22.9% |
| Participant deferral / active EE | $3,036 | $4,415-31.2% | $5,053-39.9% | $4,346-30.1% |
| Admin fee / account holder | $494 | $2,001-75.3% | $9,451-94.8% | $1,942-74.6% |