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 15 · EIN 13-3689044 | Recordkeeping | $39,720 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,460 |
ELLIS BENEFITS GROUP, INC.6 years Filed as: ELLIS BENEFITS GROUP Service code 15 · EIN 62-1417683 | Recordkeeping | $7,299 |
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 | $202,955 | $101,317+100.3% | $146,958+38.1% | $74,495+172.4% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.2%-6.3pp | 67.2%+8.6pp |
| Annual return | 13.86% | 8730.91%-8717.1pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,524 | $3,810-33.8% | $4,933-48.8% | $2,623-3.8% |
| Participant deferral / active EE | $6,853 | $7,303-6.2% | $8,070-15.1% | $4,346+57.7% |
| Admin fee / account holder | $1,065 | $1,739-38.7% | $12,998-91.8% | $1,942-45.1% |