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 |
|---|---|---|
BLAKE & UHLIG, P.A.8+ years Filed as: BLAKE & UHLIG, PA Service code 29 · EIN 48-0918231 475 NEW BROTHERHOOD BLDG., 753 STAT · KANSAS CITY, KS 66101 | Legal | $100,219 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 45-0404698 PO BOX 10699 · FARGO, ND 581060699 | Recordkeeping | $98,719 |
BENESYS, INC.8+ years Filed as: BENESYS Service code 15 · EIN 38-2383171 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Recordkeeping | $69,360 |
Service code 10 · EIN 47-0387937 11404 W DODGE RD STE 200 · OMAHA, NE 68154 | Accounting | $56,421 |
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.
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 | $57,492 | $88,480-35.0% | $96,683-40.5% | $80,160-28.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | -4.95% | 22.53%-27.5pp | 35.69%-40.6pp | 40.38%-45.3pp |
| Employer contribution / active EE | $2,086 | $4,176-50.0% | $3,737-44.2% | $2,978-29.9% |
| Participant deferral / active EE | $1,089 | $3,959-72.5% | $4,878-77.7% | $5,017-78.3% |
| Admin fee / account holder | $318 | $212+50.4% | $6,730-95.3% | $145+119.7% |