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 |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $30,115 |
AGRI-INVEST, LLC3 years Service code 28 · EIN 16-1558455 | Investment Management | $7,317 |
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 | $100,390 | $62,327+61.1% | $120,354-16.6% | $74,495+34.8% |
| Participation rate | 76.5% | 56.8%+19.7pp | 71.9%+4.6pp | 67.2%+9.3pp |
| Annual return | 10.03% | 18.61%-8.6pp | 107.15%-97.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,828 | $1,843+53.4% | $3,463-18.3% | $2,623+7.8% |
| Participant deferral / active EE | $5,586 | $2,893+93.1% | $4,991+11.9% | $4,346+28.5% |
| Admin fee / account holder | $385 | $2,396-83.9% | $9,423-95.9% | $1,942-80.2% |