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 6-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 |
|---|---|---|
PROACCOUNT1 year Service code 28 · EIN 73-0988442 | Investment Management | $15,133 |
ERISA SERVICES, INC.3 years Service code 13 PO BOX 24628 · KNOXVILLE, TN 379332628 | Contract Administrator | $13,357 |
SUGARLOAF WEALTH MANAGEMENT, LLC6+ years Service code 28 2736 MEADOW CHURCH RD · DULUTH, GA 30097 | Investment Management | $9,252 |
Filed as: PRIME CAPITAL ADVISORS Service code 28 · EIN 82-1364595 | Investment Management | $5,443 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,990 |
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 | $46,032 | $86,944-47.1% | $107,525-57.2% | $74,304-38.0% |
| Participation rate | 79.6% | 59.6%+20.1pp | 75.1%+4.5pp | 60.3%+19.3pp |
| Annual return | 14.69% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,317 | $2,757+20.3% | $3,754-11.6% | $2,241+48.0% |
| Participant deferral / active EE | $3,760 | $3,554+5.8% | $5,116-26.5% | $3,767-0.2% |
| Admin fee / account holder | $328 | $3,727-91.2% | $8,919-96.3% | $2,969-88.9% |