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 BENEFITS8+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $57,270 |
GPB CORP2 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $29,511 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $18,705 |
ROMOLO & ASSOCIATES1 year Service code 10 · EIN 84-2885766 | Accounting | $17,500 |
Filed as: HAMMOND AND SHINNERS, PC Service code 29 · EIN 43-1429257 | Legal | $11,740 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,070 | $76,670+42.3% | $96,683+12.8% | $71,457+52.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 6.19% | 48.29%-42.1pp | 35.69%-29.5pp | 28.85%-22.7pp |
| Employer contribution / active EE | $8,733 | $3,031+188.1% | $3,737+133.7% | $2,588+237.5% |
| Participant deferral / active EE | $889 | $3,771-76.4% | $4,878-81.8% | $4,289-79.3% |
| Admin fee / account holder | $372 | $2,028-81.6% | $6,730-94.5% | $1,587-76.5% |