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 27 · EIN 59-1531281 | Advisory (Plan) | $58,612 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,023 |
ACUFF & ASSOCIATES, INC.6 years Service code 15 · EIN 62-1477251 | Recordkeeping | $1,200 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $850 |
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 | $137,957 | $88,890+55.2% | $102,423+34.7% | $77,643+77.7% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.8pp | 70.6%+23.7pp |
| Annual return | 13.98% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $5,953 | $2,698+120.7% | $3,023+96.9% | $2,726+118.4% |
| Participant deferral / active EE | $4,559 | $5,145-11.4% | $5,053-9.8% | $4,647-1.9% |
| Admin fee / account holder | $344 | $235+46.1% | $9,451-96.4% | $430-20.1% |