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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,927 |
YOUNT, HYDE & BARBOUR, P.C.3 years Filed as: YOUNT HYDE & BARBOUR PC Service code 10 PO BOX 63168 · CHARLOTTE, NC 28263 | Accounting | $12,500 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $3,096 |
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 | $91,641 | $55,371+65.5% | $95,585-4.1% | $74,304+23.3% |
| Participation rate | 81.3% | 53.8%+27.5pp | 72.1%+9.3pp | 60.3%+21.0pp |
| Annual return | 18.49% | 24.26%-5.8pp | 38.56%-20.1pp | 29.43%-10.9pp |
| Employer contribution / active EE | $2,650 | $1,437+84.4% | $2,527+4.9% | $2,241+18.3% |
| Participant deferral / active EE | $3,852 | $2,955+30.3% | $4,023-4.2% | $3,767+2.2% |
| Admin fee / account holder | $374 | $2,620-85.7% | $6,127-93.9% | $2,969-87.4% |