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 |
|---|---|---|
GREENWOOD GEARHART, INC.4+ years Service code 27 · EIN 71-0656198 | Advisory (Plan) | $46,367 |
GREENWOOD GEARHART, INC.4+ years Filed as: GREENWOOD GROUP LTD Service code 13 · EIN 71-0726026 | Contract Administrator | $7,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,811 | $50,958+13.4% | $74,550-22.5% | $64,186-9.9% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.1%+11.8pp | 69.6%+11.4pp |
| Annual return | -6.29% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,972 | $1,115+76.8% | $1,961+0.6% | $2,381-17.2% |
| Participant deferral / active EE | $3,876 | $2,301+68.4% | $3,108+24.7% | $3,470+11.7% |
| Admin fee / account holder | $545 | $4,223-87.1% | $5,060-89.2% | $4,888-88.9% |