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.6+ years Service code 28 · EIN 72-0921343 | Investment Management | $102,416 |
LEFOLDT & COMPANY6+ years Service code 10 · EIN 64-0854133 | Accounting | $10,640 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $7,738 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,057 | $91,190+10.8% | $178,490-43.4% | $79,858+26.5% |
| Participation rate | 85.9% | 69.2%+16.7pp | 81.9%+3.9pp | 69.6%+16.2pp |
| Annual return | 2.17% | 24.19%-22.0pp | 151.07%-148.9pp | 31.71%-29.5pp |
| Employer contribution / active EE | $2,458 | $3,256-24.5% | $5,011-51.0% | $2,471-0.5% |
| Participant deferral / active EE | $4,861 | $3,236+50.2% | $5,202-6.5% | $3,740+30.0% |
| Admin fee / account holder | $1,123 | $6,751-83.4% | $13,984-92.0% | $5,306-78.8% |