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 |
|---|---|---|
ASSET PLANNING SERVICES, INC.1+ years Service code 28 · EIN 72-0921343 | Investment Management | $65,946 |
LEFOLDT & COMPANY1+ years Service code 10 · EIN 64-0854133 | Accounting | $8,855 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $7,328 |
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 | $70,820 | $75,828-6.6% | $147,614-52.0% | $59,632+18.8% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -2.11% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,275 | $3,485-34.7% | $5,564-59.1% | $2,203+3.3% |
| Participant deferral / active EE | $4,653 | $3,130+48.6% | $4,895-5.0% | $3,192+45.8% |
| Admin fee / account holder | $847 | $5,985-85.9% | $11,611-92.7% | $4,297-80.3% |