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 | $33,078 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $28,967 |
BERGANKDV LTD1 year Filed as: BERGANKDV, LTD. Service code 10 · EIN 41-1431613 | Accounting | $13,500 |
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 | $166,212 | $82,978+100.3% | $129,995+27.9% | $71,457+132.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 13.71% | 20.60%-6.9pp | -137.18%+150.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $11,749 | $2,622+348.2% | $4,320+172.0% | $2,588+354.1% |
| Participant deferral / active EE | $10,610 | $4,432+139.4% | $5,820+82.3% | $4,289+147.4% |
| Admin fee / account holder | $416 | $1,729-75.9% | $10,614-96.1% | $1,587-73.8% |