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 |
|---|---|---|
CROWE LLP4 years Service code 15 · EIN 35-0921680 | Recordkeeping | $28,347 |
BALLARD SPAHR LLP1 year Service code 29 · EIN 23-0382195 1735 MARKET ST. 51ST FLOOR · PHILADELPHIA, PA 19103 | Legal | $10,282 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $6,485 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,025 | $136,307+10.8% | $177,821-15.1% | $73,488+105.5% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.7%+11.3pp | 70.7%+28.3pp |
| Annual return | 7.15% | 18.68%-11.5pp | 48.32%-41.2pp | 28.51%-21.4pp |
| Employer contribution / active EE | $3,295 | $3,712-11.2% | $5,918-44.3% | $2,270+45.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $389 | $596-34.7% | $12,427-96.9% | $513-24.2% |