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 | $39,246 |
REHMANN ROBSON6 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $17,720 |
MORNINGSTAR3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,647 | $86,929-49.8% | $102,423-57.4% | $80,856-46.0% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 10.59% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,332 | $2,369-1.6% | $3,023-22.9% | $2,755-15.4% |
| Participant deferral / active EE | $4,084 | $4,118-0.8% | $5,053-19.2% | $4,296-4.9% |
| Admin fee / account holder | $350 | $8,049-95.6% | $9,451-96.3% | $6,918-94.9% |