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 | $81,173 |
CHERRY BEKAERT LLP3 years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 27 · EIN 62-1752578 | Advisory (Plan) | $44,071 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,478 | $59,263+29.0% | $96,562-20.8% | $79,386-3.7% |
| Participation rate | 86.6% | 61.9%+24.7pp | 69.8%+16.8pp | 70.7%+15.9pp |
| Annual return | 16.61% | 27.07%-10.5pp | 37.78%-21.2pp | 116.85%-100.2pp |
| Employer contribution / active EE | $7,206 | $1,216+492.8% | $2,356+205.8% | $2,427+196.8% |
| Participant deferral / active EE | $4,493 | $2,948+52.4% | $3,849+16.7% | $4,046+11.0% |
| Admin fee / account holder | $572 | $658-13.2% | $6,181-90.8% | $626-8.7% |