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 |
|---|---|---|
LANE & WATERMAN5+ years Service code 15 · EIN 42-0642243 | Recordkeeping | $16,748 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIRMENT Service code 15 · EIN 62-6249544 | Recordkeeping | $13,439 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 15 · EIN 84-2885766 | Recordkeeping | $12,439 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 19 · EIN 75-3182674 | Securities Custodian | $6,204 |
INVESTMENT CONSULTING GROUP5+ 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 | $63,896 | $65,365-2.2% | $92,893-31.2% | $72,985-12.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.30% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $6,442 | $2,594+148.3% | $3,653+76.3% | $2,440+164.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $427 | $4,251-90.0% | $5,794-92.6% | $5,124-91.7% |