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 BENEFITS10+ years Service code 15 · EIN 43-1317863 | Recordkeeping | $64,354 |
GPB CORP4 years Filed as: GPB CORPORATION Service code 14 · EIN 43-1240518 | Plan Administrator | $34,496 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $21,304 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $18,351 |
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 | $167,841 | $86,944+93.0% | $107,525+56.1% | $74,304+125.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 15.46% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $8,909 | $2,757+223.2% | $3,754+137.3% | $2,241+297.5% |
| Participant deferral / active EE | $851 | $3,554-76.1% | $5,116-83.4% | $3,767-77.4% |
| Admin fee / account holder | $471 | $3,727-87.4% | $8,919-94.7% | $2,969-84.1% |