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 |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO FINANCIAL GROUP Service code 15 | Recordkeeping | $28,383 |
LEE CPA AUDIT GROUP2+ years Filed as: T.N. RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $10,067 |
INVESTMENT CONSULTING GROUP2+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,000 |
HARVEY & STUCKEL2+ years Service code 29 · EIN 37-1064984 | Legal | $9,503 |
CARPENTIER, MITCHELL, GODDARD & CO.2+ years Service code 10 · EIN 36-2662809 | Accounting | $7,100 |
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 | $189,775 | $52,884+258.9% | $84,750+123.9% | $55,167+244.0% |
| Participation rate | 86.2% | 67.5%+18.7pp | 76.6%+9.6pp | 69.0%+17.2pp |
| Annual return | 11.03% | 18.03%-7.0pp | 22.78%-11.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $7,736 | $2,233+246.3% | $3,574+116.4% | $1,963+294.2% |
| Participant deferral / active EE | $968 | $2,644-63.4% | $3,712-73.9% | $3,054-68.3% |
| Admin fee / account holder | $453 | $581-22.0% | $5,332-91.5% | $504-10.2% |