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 | $23,384 |
EIDE BAILLY LLP8 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $10,881 |
RP FINANCIAL2 years Filed as: RP FINANCIAL, LC. Service code 34 1311A DOLLEY MADISON BLVD · MCLEAN, VA 22101 | Valuation (appraisals, etc.); Direct ... | $9,000 |
BALLARD SPAHR LLP6 years Service code 29 · EIN 23-0382195 | Legal | $6,076 |
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 | $149,989 | $132,049+13.6% | $200,582-25.2% | $74,304+101.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 29.66% | 22.22%+7.4pp | 42.33%-12.7pp | 29.43%+0.2pp |
| Employer contribution / active EE | $8,380 | $4,558+83.9% | $6,419+30.6% | $2,241+273.9% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $380 | $2,405-84.2% | $16,305-97.7% | $2,969-87.2% |