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 LLP3 years Filed as: ROBINSON, GRIMES AND COMPANY, P.C. Service code 10 · EIN 58-1374304 | Accounting | $6,700 |
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 | $183,742 | $55,415+231.6% | $155,509+18.2% | $74,495+146.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.47% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $7,123 | $2,267+214.2% | $4,672+52.4% | $2,623+171.5% |
| Participant deferral / active EE | $5,111 | $2,836+80.2% | $5,626-9.2% | $4,346+17.6% |
| Admin fee / account holder | $582 | $1,738-66.5% | $15,912-96.3% | $1,942-70.0% |