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 & WATERMAN6+ years Service code 29 · EIN 42-0642243 | Legal | $46,070 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN RETIREMENT TRUST Service code 15 · EIN 62-6249544 | Recordkeeping | $11,367 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,228 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $6,315 |
INVESTMENT CONSULTING GROUP6+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $5,000 |
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,299 | $72,277+6.9% | $101,248-23.7% | $79,858-3.2% |
| Participation rate | 98.9% | 68.5%+30.4pp | 75.8%+23.1pp | 69.6%+29.2pp |
| Annual return | 17.74% | 22.30%-4.6pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $4,355 | $2,692+61.8% | $3,660+19.0% | $2,471+76.3% |
| Participant deferral / active EE | $28 | $3,282-99.1% | $4,370-99.4% | $3,740-99.3% |
| Admin fee / account holder | $614 | $4,400-86.0% | $5,945-89.7% | $5,306-88.4% |