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 |
|---|---|---|
BLAND & ASSOCIATES1 year Filed as: BLAND AND ASSOCIATES Service code 10 · EIN 47-0698853 | Accounting | $12,000 |
STERN BROTHERS2 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 11 · EIN 43-1749095 | Actuarial | $8,240 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $5,253 |
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $5,063 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,755 | $89,355-48.8% | $141,162-67.6% | $72,985-37.3% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.5%+16.5pp | 69.5%+29.5pp |
| Annual return | 15.81% | 111.85%-96.0pp | 71.39%-55.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $4,124 | $3,114+32.4% | $4,735-12.9% | $2,440+69.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $335 | $5,958-94.4% | $10,261-96.7% | $5,124-93.5% |