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 9-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 |
|---|---|---|
HEARTWOOD WEALTH ADVISORS2 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $105,242 |
Filed as: HARRIS HARDY JOHNSTONE PC Service code 10 · EIN 54-1451026 | Accounting | $37,140 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,475 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL CONSULTING GROUP, INC. Service code 13 · EIN 54-1437648 | Contract Administrator | $12,320 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,496 | $61,156+630.1% | $185,823+140.3% | $79,386+462.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 47.80% | 19.45%+28.3pp | 122.05%-74.3pp | 116.85%-69.1pp |
| Employer contribution / active EE | $18,944 | $2,321+716.4% | $5,167+266.6% | $2,427+680.4% |
| Participant deferral / active EE | $11,329 | $2,789+306.2% | $5,568+103.5% | $4,046+180.0% |
| Admin fee / account holder | $1,025 | $710+44.5% | $16,237-93.7% | $626+63.7% |