Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
ONE ADVISORY PARTNERS LLC2 years Service code 27 · EIN 45-4357540 | Advisory (Plan) | $45,254 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN ADVISORS LLC Service code 27 · EIN 43-1755727 | Advisory (Plan) | $10,138 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 27 · EIN 23-1945930 | Advisory (Plan) | $9,510 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $8,790 |
Filed as: CBIZ ADVISORS LLC Service code 27 11101 SWITZER RD, STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,737 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,491 | $88,360+492.5% | $145,433+260.0% | $67,986+670.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 17.15% | 63.15%-46.0pp | 66.58%-49.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $18,036 | $3,054+490.6% | $4,554+296.0% | $2,019+793.4% |
| Participant deferral / active EE | $13,576 | $5,932+128.9% | $7,897+71.9% | $3,358+304.3% |
| Admin fee / account holder | $668 | $3,313-79.8% | $13,129-94.9% | $3,203-79.1% |