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 |
|---|---|---|
DOVER PARTNERS, INC.3+ years Service code 28 · EIN 31-1281898 | Investment Management | $43,362 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $10,675 |
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 | $46,601 | $64,909-28.2% | $82,313-43.4% | $62,292-25.2% |
| Participation rate | 99.4% | 74.9%+24.5pp | 76.9%+22.5pp | 69.5%+29.8pp |
| Annual return | 10.91% | 21.18%-10.3pp | 25.88%-15.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $812 | $1,676-51.5% | $2,428-66.6% | $2,042-60.2% |
| Participant deferral / active EE | $2,031 | $3,103-34.5% | $3,706-45.2% | $3,169-35.9% |
| Admin fee / account holder | $317 | $440-27.9% | $5,608-94.3% | $479-33.9% |