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 17 · EIN 13-5674085 | Pension Consulting | $74,920 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,469 |
DEAN DORTON ALLEN FORD, PLLC2 years Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $17,799 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,879 | $108,549-14.4% | $156,263-40.6% | $85,563+8.6% |
| Participation rate | 97.8% | 77.1%+20.7pp | 78.9%+18.9pp | 66.0%+31.8pp |
| Annual return | 11.98% | 21.79%-9.8pp | 59.47%-47.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $2,657 | $2,690-1.2% | $4,333-38.7% | $2,654+0.1% |
| Participant deferral / active EE | $5,314 | $4,800+10.7% | $6,158-13.7% | $4,375+21.5% |
| Admin fee / account holder | $331 | $650-49.0% | $14,255-97.7% | $834-60.3% |