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 13 · EIN 42-0127290 | Contract Administrator | $39,610 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 28 · EIN 62-1752578 | Investment Management | $21,715 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,326 | $58,512+3.1% | $84,015-28.2% | $72,985-17.3% |
| Participation rate | 81.7% | 61.2%+20.5pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 21.04% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $6,713 | $1,163+477.3% | $1,983+238.5% | $2,440+175.1% |
| Participant deferral / active EE | $3,927 | $2,394+64.1% | $3,239+21.3% | $3,607+8.9% |
| Admin fee / account holder | $351 | $4,569-92.3% | $6,101-94.3% | $5,124-93.2% |