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 |
|---|---|---|
DARRELL & KING1 year Service code 27 · EIN 45-4627181 | Advisory (Plan) | $99,806 |
Service code 10 · EIN 54-1440048 | Accounting | $10,900 |
Service code 15 · EIN 54-1521351 | Recordkeeping | $10,276 |
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 | $156,646 | $60,776+157.7% | $85,682+82.8% | $79,386+97.3% |
| Participation rate | 91.9% | 62.1%+29.8pp | 69.9%+22.0pp | 70.7%+21.2pp |
| Annual return | 19.05% | 16.57%+2.5pp | 21.49%-2.4pp | 116.85%-97.8pp |
| Employer contribution / active EE | $3,329 | $1,663+100.1% | $2,618+27.1% | $2,427+37.1% |
| Participant deferral / active EE | $4,574 | $2,919+56.7% | $3,923+16.6% | $4,046+13.0% |
| Admin fee / account holder | $799 | $438+82.1% | $6,873-88.4% | $626+27.5% |