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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $30,291 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,550 |
WATKINS ROSS2 years Service code 15 · EIN 38-1477362 | Recordkeeping | $18,142 |
Filed as: VANDER PLOEG BERGAAKER & ASSOC. Service code 10 4145 EMBASSY DRIVE SE · GRAND RAPIDS, MI 49546 | Accounting | $10,050 |
MATHESON FINANCIAL ADVISORS INC7+ years Service code 10 · EIN 20-0431875 | Accounting | $7,750 |
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 | $94,759 | $104,475-9.3% | $159,436-40.6% | $79,386+19.4% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.5pp | 70.7%+27.7pp |
| Annual return | 13.59% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,511 | $3,417-26.5% | $4,829-48.0% | $2,427+3.5% |
| Participant deferral / active EE | $6,014 | $6,467-7.0% | $7,352-18.2% | $4,046+48.7% |
| Admin fee / account holder | $320 | $711-54.9% | $10,799-97.0% | $626-48.9% |