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 |
|---|---|---|
ROBINSON & COLE LLP1 year Filed as: ROBINSON, GRIMES AND COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $14,000 |
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 | $149,985 | $215,321-30.3% | $143,757+4.3% | - |
| Participation rate | 97.0% | 60.1%+36.9pp | 80.3%+16.7pp | - |
| Annual return | -9.10% | -15.45%+6.4pp | -0.04%-9.1pp | - |
| Employer contribution / active EE | $6,279 | $1,875+234.9% | $4,951+26.8% | - |
| Participant deferral / active EE | $4,731 | $2,485+90.4% | $5,637-16.1% | - |
| Admin fee / account holder | $529 | $36,394-98.5% | $14,673-96.4% | - |