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 7-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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $115,892 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 33-4144829 | Accounting | $88,305 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,515 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $12,343 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,600 | $100,923+114.6% | $150,045+44.4% | $74,304+191.5% |
| Participation rate | 96.2% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 18.38% | 51.77%-33.4pp | 62.55%-44.2pp | 29.43%-11.1pp |
| Employer contribution / active EE | $10,579 | $3,463+205.5% | $4,693+125.4% | $2,241+372.0% |
| Participant deferral / active EE | $16,723 | $6,709+149.2% | $7,997+109.1% | $3,767+343.9% |
| Admin fee / account holder | $618 | $2,767-77.7% | $13,435-95.4% | $2,969-79.2% |