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 |
|---|---|---|
KAUFMAN & CANOLES2 years Service code 29 · EIN 54-1186543 150 W MAIN ST · NORFOLK, VA 23514 | Legal | $53,548 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 400 MONTICELLO AVE, #1400 · NORFOLK, VA 23510 | Accounting | $37,800 |
CROWE LLP3 years Service code 64 · EIN 35-0921680 330 EAST JEFFERSON BLVD. · SOUTH BEND, IN 46624 | Recordkeeping Fees | $36,823 |
JAMES A. REICHERT2 years Filed as: JAMES F. JOYNER Service code 20 · EIN 24-0084983 157 HENSON STREET · SPARTANBURG, SC 29307 | Trustee (individual) | $26,000 |
SHEPPARD MULLIN1 year Filed as: SHEPPARD MULLIN RICHTER & HAMPTON Service code 29 · EIN 95-1463164 333 S. HOPE STREET, 43RD FLOOR · LOS ANGELES, CA 90071 | Legal | $10,832 |
Service code 29 · EIN 26-3222143 2055 L. STREET, N.W. SUITE 750 · WASHINGTON, DC 20036 | Legal | $9,187 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,311 | $65,435+415.5% | $86,677+289.2% | $66,914+404.1% |
| Participation rate | 0.0% | 75.5%-75.5pp | 76.6%-76.6pp | 69.8%-69.8pp |
| Annual return | 66.39% | -10.89%+77.3pp | 35.91%+30.5pp | 1.58%+64.8pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $298,874 | $642+46486.6% | $7,493+3888.6% | $593+50278.6% |