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 13 · EIN 42-0127290 | Contract Administrator | $74,717 |
INDEPENDENT FINANCIAL1 year Filed as: INDEPENDENT FINANCIAL PA Service code 27 · EIN 83-0951655 | Advisory (Plan) | $71,404 |
Filed as: REILLEY, PENNER & BENTON Service code 10 · EIN 39-0747409 | Accounting | $14,900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,630 | $111,491+7.3% | $189,513-36.9% | $86,799+37.8% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.8%+10.8pp | 72.3%+26.3pp |
| Annual return | 13.60% | 83.50%-69.9pp | 555.15%-541.6pp | 97.91%-84.3pp |
| Employer contribution / active EE | $4,319 | $3,951+9.3% | $6,162-29.9% | $2,405+79.5% |
| Participant deferral / active EE | $6,975 | $6,437+8.4% | $8,221-15.2% | $4,131+68.9% |
| Admin fee / account holder | $337 | $189+78.5% | $12,045-97.2% | $170+98.7% |