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.7+ years Service code 28 · EIN 72-0921343 | Investment Management | $0 |
BKD, LLP1 year Filed as: LAPORTE CPAS Service code 10 · EIN 72-1088864 | Accounting | $0 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,688 | $95,416+12.9% | $185,823-42.0% | $85,850+25.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 12.79% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $2,716 | $3,314-18.0% | $5,167-47.4% | $2,565+5.9% |
| Participant deferral / active EE | $5,048 | $3,423+47.5% | $5,568-9.3% | $3,952+27.7% |
| Admin fee / account holder | $1,262 | $7,213-82.5% | $16,237-92.2% | $6,260-79.8% |