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 |
|---|---|---|
EKON BENEFITS7+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $71,299 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $25,561 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $25,347 |
GPB CORP1 year Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $19,519 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,179 | $64,119+54.7% | $112,228-11.6% | $66,914+48.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.47% | -13.81%-3.7pp | 27.45%-44.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,463 | $3,005+181.6% | $3,635+132.8% | $2,544+232.6% |
| Participant deferral / active EE | $1,270 | $3,693-65.6% | $4,728-73.1% | $4,237-70.0% |
| Admin fee / account holder | $416 | $625-33.4% | $6,410-93.5% | $593-29.9% |