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 |
|---|---|---|
Service code 17 · EIN 23-2420504 | Pension Consulting | $0 |
Service code 17 · EIN 82-2925680 | Pension Consulting | $0 |
CSM&D3 years Filed as: CSM ADVISORS LLC Service code 17 · EIN 84-3346426 | Pension Consulting | $0 |
JOHN F. DASCOLI, PLLC8+ years Filed as: JOHN DASCOLI Service code 29 · EIN 20-5780253 | Legal | $0 |
MEPT4 years Filed as: MEPT INVESTMENTS Service code 17 · EIN 52-6218800 | Pension Consulting | $0 |
Filed as: PEOPLES INSURANCE Service code 19 · EIN 31-1398962 | Securities Custodian | $0 |
STANDARD VALUATIONS6 years Service code 17 · EIN 41-1327339 | Pension Consulting | $0 |
SUTTLE & STALNAKER, PLLC8+ years Service code 10 · EIN 55-0538163 | Accounting | $0 |
TA REALTY1 year Service code 17 · EIN 82-3701425 | Pension Consulting | $0 |
Filed as: UNITED BANK Service code 21 · EIN 54-1071198 | Bank Trustee | $0 |
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 | $65,995 | $106,236-37.9% | $112,228-41.2% | $64,808+1.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -10.73% | -6.02%-4.7pp | 27.45%-38.2pp | 32.82%-43.5pp |
| Employer contribution / active EE | $5,330 | $3,166+68.3% | $3,635+46.6% | $2,506+112.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $534 | $452+18.2% | $6,410-91.7% | $188+184.2% |