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 9-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 |
|---|---|---|
SFW PARTNERS, LLC6 years Filed as: SFW PARTNERS Service code 10 · EIN 43-1764273 | Accounting | $28,480 |
COMMERCE BANK7+ years Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $24,480 |
ASCENSUS LLC5 years Filed as: ASCENSUS, INC. Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $12,275 |
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 | $119,252 | $49,451+141.2% | $79,550+49.9% | $66,914+78.2% |
| Participation rate | 97.3% | 61.3%+36.0pp | 69.5%+27.8pp | 69.8%+27.5pp |
| Annual return | -19.64% | 84.25%-103.9pp | 0.16%-19.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $4,049 | $1,266+220.0% | $2,413+67.8% | $2,544+59.2% |
| Participant deferral / active EE | $3,762 | $3,159+19.1% | $3,985-5.6% | $4,237-11.2% |
| Admin fee / account holder | $643 | $595+8.1% | $6,832-90.6% | $593+8.3% |