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 |
|---|---|---|
JAMISON MONEY FARMER PC6+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $17,000 |
SWERDLIN & COMPANY6+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $15,860 |
WILLAMETTE MANAGEMENT ASSOCIATES6+ years Service code 34 · EIN 93-0577822 8600 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Valuation (appraisals, etc.) | $10,000 |
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 | $236,730 | $78,672+200.9% | $109,143+116.9% | $85,850+175.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 21.48% | 25.09%-3.6pp | 25.75%-4.3pp | 318.53%-297.1pp |
| Employer contribution / active EE | $10,000 | $2,735+265.7% | $3,722+168.7% | $2,565+289.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $628 | $5,469-88.5% | $6,752-90.7% | $6,260-90.0% |