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 |
|---|---|---|
KEELEY-TETON ADVISORS, LLC2 years Filed as: KEELEY-TETON ADVISORS Service code 28 · EIN 81-4164631 | Investment Management | $259,553 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $190,200 |
ARNOLD & KADJAN10+ years Service code 29 · EIN 36-2498571 | Legal | $179,036 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $137,278 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $120,865 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $71,750 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $54,860 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $39,600 |
RICHARD J. WOLF & COMPANY9 years Filed as: RICHARD J WOLF & CO, INC Service code 10 · EIN 36-3182363 | Accounting | $33,748 |
GREENBERG TRAURIG8 years Filed as: GREENBERG TRAURIG LLP Service code 29 · EIN 13-3613083 | Legal | $30,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,636 | $103,641+222.9% | $107,525+211.2% | $102,872+225.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 7.55% | 13.08%-5.5pp | 181.32%-173.8pp | 19.06%-11.5pp |
| Employer contribution / active EE | $12,705 | $5,096+149.3% | $3,754+238.5% | $3,526+260.3% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $553 | $276+100.3% | $8,919-93.8% | $292+89.3% |