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 |
|---|---|---|
WATKINS ROSS1 year Service code 64 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Recordkeeping Fees | $61,984 |
STIFEL NICOLAUS & CO INC1 year Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $58,381 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,366 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,696 | $63,299+93.8% | $91,001+34.8% | $62,292+97.0% |
| Participation rate | 95.0% | 73.3%+21.7pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 11.75% | 20.99%-9.2pp | 4.60%+7.2pp | 28.90%-17.1pp |
| Employer contribution / active EE | $5,298 | $1,807+193.3% | $2,456+115.8% | $2,042+159.4% |
| Participant deferral / active EE | $6,262 | $2,943+112.8% | $3,547+76.5% | $3,169+97.6% |
| Admin fee / account holder | $628 | $468+34.3% | $5,417-88.4% | $479+31.0% |