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 BENEFITS9+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $61,856 |
GPB CORP3 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $35,124 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $20,494 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $20,432 |
Filed as: HAMMOND & SHINNERS Service code 29 · EIN 43-1429257 | Legal | $8,184 |
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 | $141,658 | $80,724+75.5% | $103,333+37.1% | $74,495+90.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 23.52% | 27.56%-4.0pp | 24.88%-1.4pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $8,294 | $3,157+162.7% | $3,868+114.4% | $2,623+216.2% |
| Participant deferral / active EE | $801 | $3,860-79.2% | $5,057-84.2% | $4,346-81.6% |
| Admin fee / account holder | $475 | $2,368-79.9% | $8,355-94.3% | $1,942-75.5% |