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 |
|---|---|---|
B. CHAPIN7 years Filed as: CHAPIN, DAVIS Service code 27 · EIN 52-1715615 | Advisory (Plan) | $35,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,642 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $96,484-33.3% | $156,263-58.8% | $74,304-13.4% |
| Participation rate | 95.8% | 67.7%+28.1pp | 78.9%+16.9pp | 60.3%+35.4pp |
| Annual return | 13.27% | 17.73%-4.5pp | 59.47%-46.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $3,959 | $2,528+56.6% | $4,333-8.6% | $2,241+76.6% |
| Participant deferral / active EE | $4,183 | $4,286-2.4% | $6,158-32.1% | $3,767+11.0% |
| Admin fee / account holder | $302 | $3,728-91.9% | $14,255-97.9% | $2,969-89.8% |