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 |
|---|---|---|
Filed as: ALEXANDER, THOMPSON, ARNOLD PLLC Service code 99 · EIN 62-1110839 | Other Fees | $6,588 |
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 | $77,779 | $113,016-31.2% | $103,476-24.8% | $74,495+4.4% |
| Participation rate | 93.7% | 80.8%+12.9pp | 80.5%+13.2pp | 67.2%+26.5pp |
| Annual return | 15.49% | 23.24%-7.7pp | 23.90%-8.4pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5,241 | $4,881+7.4% | $4,672+12.2% | $2,623+99.8% |
| Participant deferral / active EE | $4,650 | $7,279-36.1% | $6,623-29.8% | $4,346+7.0% |
| Admin fee / account holder | $388 | $1,709-77.3% | $9,413-95.9% | $1,942-80.0% |