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 4-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 |
|---|---|---|
MORRISON COHEN LLP2 years Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $94,872 |
MARCUM LLP2 years Filed as: MARCUM Service code 34 · EIN 11-1986323 555 LONG WHARF DRIVE, 8TH FLOOR · NEW HAVEN, CT 06511 | Valuation (appraisals, etc.) | $36,028 |
ADAMY VALUATION ADVISORS INC2 years Filed as: ADAMY Service code 34 · EIN 26-1696549 50 LOUIS ST. NW, SUITE 405 · GRAND RAPIDS, MI 49503 | Valuation (appraisals, etc.) | $29,055 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $28,050 |
Filed as: AEGIS FIDUCIARY SERVICES Service code 21 · EIN 82-1593389 7200 HIGHWAY 278 NE · COVINGTON, GA 30014 | Bank Trustee | $22,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,046 | $59,339-91.5% | $149,673-96.6% | $103,482-95.1% |
| Participation rate | 96.7% | 70.2%+26.5pp | 78.8%+17.9pp | 73.3%+23.4pp |
| Annual return | 21.20% | 77.78%-56.6pp | 134.42%-113.2pp | 33.11%-11.9pp |
| Employer contribution / active EE | $1,434 | $2,178-34.1% | $4,818-70.2% | $3,208-55.3% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $326 | $103+215.9% | $13,210-97.5% | $114+185.1% |