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 60 · EIN 04-2647786 | Sub-TA Fees | $38,770 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $32,137 |
BERGANKDV LTD5 years Filed as: BERGANKDV Service code 16 · EIN 20-8172864 | Consulting | $10,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,076 | $86,655+62.8% | $119,609+17.9% | $66,914+110.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -22.74% | -8.00%-14.7pp | -14.97%-7.8pp | 1.58%-24.3pp |
| Employer contribution / active EE | $10,397 | $2,536+310.0% | $4,232+145.7% | $2,544+308.7% |
| Participant deferral / active EE | $8,988 | $4,358+106.3% | $5,602+60.4% | $4,237+112.1% |
| Admin fee / account holder | $487 | $755-35.4% | $10,323-95.3% | $593-17.8% |