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 13 · EIN 42-0127290 | Contract Administrator | $44,957 |
REHMANN ROBSON5 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $20,495 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $50,407 | $80,968-37.7% | $96,544-47.8% | $75,163-32.9% |
| Participation rate | 96.8% | 71.8%+25.1pp | 76.0%+20.9pp | 67.2%+29.6pp |
| Annual return | 12.67% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,005 | $2,282+31.7% | $2,965+1.4% | $2,670+12.6% |
| Participant deferral / active EE | $5,778 | $3,928+47.1% | $4,851+19.1% | $4,125+40.1% |
| Admin fee / account holder | $441 | $6,724-93.4% | $8,252-94.7% | $5,651-92.2% |