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 | $61,109 |
CHERRY BEKAERT LLP2 years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 27 · EIN 62-1752578 | Advisory (Plan) | $34,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,704 | $54,573+33.2% | $90,951-20.1% | $73,488-1.1% |
| Participation rate | 82.2% | 61.2%+21.1pp | 69.0%+13.2pp | 70.7%+11.6pp |
| Annual return | 12.84% | 16.69%-3.8pp | 134.60%-121.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $9,689 | $991+877.3% | $2,122+356.6% | $2,270+326.8% |
| Participant deferral / active EE | $3,826 | $2,517+52.0% | $3,373+13.4% | $3,740+2.3% |
| Admin fee / account holder | $518 | $521-0.7% | $5,959-91.3% | $513+0.9% |