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 |
|---|---|---|
JAMES A. REICHERT1 year Filed as: JAMES F. JOYNER Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANBURG, SC 29307 | Trustee (individual) | $24,500 |
KAUFMAN & CANOLES1 year Service code 29 · EIN 54-1186543 150 W MAIN ST · NORFOLK, VA 23514 | Legal | $19,859 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 150 BOUSH ST · NORFOLK, VA 23510 | Accounting | $9,000 |
CROWE LLP2 years Service code 64 · EIN 35-0921680 330 EAST JEFFERSON BLVD. · SOUTH BEND, IN 46624 | Recordkeeping Fees | $6,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,900 | $84,936-77.7% | $111,297-83.0% | $79,386-76.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 44.27% | 17.45%+26.8pp | 54.65%-10.4pp | 116.85%-72.6pp |
| Employer contribution / active EE | $2,380 | $1,979+20.3% | $2,731-12.8% | $2,427-1.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,150 | $537+114.1% | $7,964-85.6% | $626+83.6% |