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 NA5+ years Filed as: BMO FINANCIAL GROUP Service code 15 · EIN 36-2085229 | Recordkeeping | $56,431 |
INVESTMENT CONSULTING GROUP5+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $10,500 |
LEE CPA AUDIT GROUP1 year Filed as: RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $10,321 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $10,000 |
HARVEY & STUCKEL5+ years Service code 29 · EIN 37-1064984 | Legal | $8,390 |
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 | $189,936 | $63,114+200.9% | $92,893+104.5% | $65,185+191.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 21.10% | 28.75%-7.7pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $8,003 | $2,571+211.3% | $3,653+119.1% | $2,177+267.7% |
| Participant deferral / active EE | $790 | $3,108-74.6% | $4,236-81.4% | $3,514-77.5% |
| Admin fee / account holder | $527 | $624-15.5% | $5,794-90.9% | $847-37.8% |