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, LLC7 years Filed as: SFW PARTNERS Service code 10 · EIN 43-1764273 | Accounting | $18,390 |
ASCENSUS LLC6 years Filed as: ASCENSUS, INC. Service code 64 · EIN 82-3719843 | Recordkeeping Fees | $10,790 |
COMMERCE BANK8+ years Filed as: THE COMMERCE TRUST COMPANY Service code 55 · EIN 43-6334070 | Other Commissions | $0 |
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 | $122,327 | $54,701+123.6% | $86,188+41.9% | $71,457+71.2% |
| Participation rate | 97.4% | 60.1%+37.3pp | 69.0%+28.5pp | 67.9%+29.5pp |
| Annual return | 18.97% | 20.06%-1.1pp | 1168.45%-1149.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $4,188 | $1,265+231.1% | $2,380+76.0% | $2,588+61.9% |
| Participant deferral / active EE | $3,908 | $3,108+25.7% | $3,985-1.9% | $4,289-8.9% |
| Admin fee / account holder | $578 | $1,922-69.9% | $6,852-91.6% | $1,587-63.6% |