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 |
|---|---|---|
EVANSON ASSET MANAGEMENT4+ years Service code 28 3483 GREENFIELD PLACE · CARMEL, CA 93923 | Investment Management | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $711,983 | $47,977+1384.0% | $154,107+362.0% | $56,287+1164.9% |
| Participation rate | 99.2% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -4.77% | 3.54%-8.3pp | 735.12%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $32,194 | $2,169+1384.5% | $5,298+507.7% | $2,111+1425.0% |
| Participant deferral / active EE | $6,217 | $2,392+159.9% | $5,081+22.4% | $3,350+85.6% |
| Admin fee / account holder | $1,304 | $438+197.5% | $13,411-90.3% | $521+150.3% |