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 15 · EIN 13-4238973 | Recordkeeping | $20,964 |
RP FINANCIAL1 year Filed as: RP FINANCIAL, LC. Service code 34 1311A DOLLEY MADISON BLVD · MCLEAN, VA 22101 | Valuation (appraisals, etc.); Direct ... | $15,800 |
EIDE BAILLY LLP7 years Filed as: EIDE BAILLY Service code 10 · EIN 23-0382195 | Accounting | $8,439 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,989 | $122,239-3.5% | $184,203-35.9% | $74,495+58.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.71% | 19.95%-8.2pp | 28.81%-17.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $385 | $1,260-69.4% | $13,901-97.2% | $1,942-80.2% |