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 15 · EIN 13-3689044 | Recordkeeping | $71,896 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $44,651 |
Filed as: SALTMARSH CLEVELAND & GUND Service code 10 · EIN 59-2922169 | Accounting | $6,550 |
THE HASLAUER GROUP, INC.8+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,500 |
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 | $162,208 | $84,487+92.0% | $125,339+29.4% | $66,914+142.4% |
| Participation rate | 90.8% | 76.4%+14.4pp | 82.4%+8.5pp | 69.8%+21.0pp |
| Annual return | -16.10% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,508 | $3,553-29.4% | $4,814-47.9% | $2,544-1.4% |
| Participant deferral / active EE | $6,693 | $6,781-1.3% | $7,446-10.1% | $4,237+58.0% |
| Admin fee / account holder | $426 | $685-37.8% | $10,010-95.7% | $593-28.1% |