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 37 · EIN 04-2647786 | Loan Processing | $54,319 |
FIRST MIDWEST BANK2 years Service code 27 · EIN 36-1495255 | Advisory (Plan) | $52,600 |
KLESMAN & COMPANY, P.C.2 years Service code 10 · EIN 36-3606968 | Accounting | $17,193 |
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 | $103,859 | $58,290+78.2% | $98,442+5.5% | $86,799+19.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 73.3%+19.6pp | 72.3%+20.6pp |
| Annual return | 12.51% | 43.48%-31.0pp | 1492.73%-1480.2pp | 97.91%-85.4pp |
| Employer contribution / active EE | $2,578 | $2,008+28.4% | $2,960-12.9% | $2,405+7.2% |
| Participant deferral / active EE | $7,088 | $3,152+124.8% | $4,276+65.7% | $4,131+71.6% |
| Admin fee / account holder | $367 | $138+166.4% | $5,949-93.8% | $170+116.4% |