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: WILLAMETTE MANAGEMENT Service code 34 · EIN 93-0577822 | Valuation (appraisals, etc.) | $21,498 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Recordkeeping | $18,550 |
JAMISON MONEY FARMER PC8+ years Filed as: JAMISON MONEY FARMER Service code 10 · EIN 63-0933119 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,993 | $73,933+216.5% | $96,683+142.0% | $75,163+211.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.66% | 26.70%-25.0pp | 35.69%-34.0pp | 160.62%-159.0pp |
| Employer contribution / active EE | $10,811 | $2,928+269.3% | $3,737+189.3% | $2,670+304.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $565 | $5,216-89.2% | $6,730-91.6% | $5,651-90.0% |