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 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $49,892 |
BENEFIT PLAN ADMINISTRATORS2 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $31,693 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $31,250 |
THE PREVIANT LAW FIRM, S.C.2 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $9,656 |
FREYBERG HINKLE ET AL1 year Service code 10 · EIN 39-1531945 | Accounting | $7,575 |
LEE CPA AUDIT GROUP1 year Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1400101 | Consulting | $6,500 |
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 | $110,363 | $65,223+69.2% | $80,019+37.9% | $55,725+98.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 70.9%+29.1pp |
| Annual return | 10.78% | 7.59%+3.2pp | 11.22%-0.4pp | 244.93%-234.1pp |
| Employer contribution / active EE | $10,386 | $2,544+308.2% | $2,468+320.8% | $2,078+399.7% |
| Participant deferral / active EE | $13 | $3,881-99.7% | $3,686-99.6% | $3,356-99.6% |
| Admin fee / account holder | $361 | $114+215.9% | $6,521-94.5% | $115+213.2% |