See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EKON BENEFITS6+ years Service code 11 · EIN 43-1317863 | Actuarial | $60,436 |
GPB CORP6+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $29,097 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $25,403 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $13,881 |
SPECTOR, WOLFE, MCLAUGHLIN & O'MARA6+ years Service code 29 · EIN 43-1718339 | Legal | $6,663 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,159 | $77,660+49.6% | $109,143+6.4% | $79,386+46.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 23.95% | 23.44%+0.5pp | 25.75%-1.8pp | 116.85%-92.9pp |
| Employer contribution / active EE | $8,089 | $2,797+189.2% | $3,722+117.3% | $2,427+233.2% |
| Participant deferral / active EE | $949 | $3,518-73.0% | $4,653-79.6% | $4,046-76.5% |
| Admin fee / account holder | $343 | $732-53.2% | $6,752-94.9% | $626-45.3% |