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 | $80,712 |
CHERRY BEKAERT LLP4 years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT LL Service code 27 · EIN 62-1752578 | Advisory (Plan) | $48,453 |
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 | $63,784 | $59,805+6.7% | $79,550-19.8% | $68,494-6.9% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.5%+23.2pp | 67.9%+24.8pp |
| Annual return | -18.38% | -12.30%-6.1pp | 0.16%-18.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,624 | $1,505+140.8% | $2,413+50.2% | $2,596+39.6% |
| Participant deferral / active EE | $6,045 | $3,024+99.9% | $3,985+51.7% | $4,027+50.1% |
| Admin fee / account holder | $577 | $4,835-88.1% | $6,832-91.6% | $5,403-89.3% |