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.8+ years Service code 28 · EIN 72-0921343 | Investment Management | $117,166 |
BKD, LLP2 years Filed as: LAPORTE CPAS Service code 10 · EIN 72-1088864 | Accounting | $14,000 |
Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $7,273 |
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 | $97,744 | $73,867+32.3% | $143,757-32.0% | $68,494+42.7% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -7.93% | 1.01%-8.9pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $2,740 | $3,184-14.0% | $4,951-44.7% | $2,596+5.5% |
| Participant deferral / active EE | $5,075 | $3,384+49.9% | $5,637-10.0% | $4,027+26.0% |
| Admin fee / account holder | $1,135 | $5,755-80.3% | $14,673-92.3% | $5,403-79.0% |