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 |
|---|---|---|
EAGLE WEALTH MANAGEMENT LLC3 years Service code 27 · EIN 37-6426151 | Advisory (Plan) | $20,306 |
KLESMAN & COMPANY, P.C.1 year Filed as: KLESMAN AND COMPANY Service code 10 7110 W127TH STREET · PALOS HEIGHTS, IL 60463 | Accounting | $14,229 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,921 | $79,184-7.9% | $102,438-28.8% | $74,546-2.2% |
| Participation rate | 76.3% | 74.8%+1.5pp | 76.5%-0.2pp | 67.2%+9.1pp |
| Annual return | 15.12% | 54.95%-39.8pp | 29.37%-14.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $477 | $2,362-79.8% | $3,024-84.2% | $2,624-81.8% |
| Participant deferral / active EE | $4,662 | $4,414+5.6% | $5,054-7.7% | $4,347+7.2% |
| Admin fee / account holder | $304 | $2,001-84.8% | $9,448-96.8% | $1,944-84.3% |