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 |
|---|---|---|
ROMOLO & ASSOCIATES3 years Service code 15 · EIN 37-1077733 | Recordkeeping | $15,088 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN TRUST & SAVINGS BANK Service code 10 · EIN 42-0114010 | Accounting | $10,000 |
LANE & WATERMAN4+ years Service code 29 · EIN 42-0642243 | Legal | $9,742 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $6,235 |
INVESTMENT CONSULTING GROUP4+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
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 | $51,965 | $55,449-6.3% | $83,848-38.0% | $56,287-7.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -6.34% | -1.38%-5.0pp | 850.88%-857.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,417 | $2,430+81.8% | $3,631+21.7% | $2,111+109.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $365 | $656-44.3% | $5,478-93.3% | $521-29.9% |