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.9+ years Service code 28 · EIN 72-0921343 | Investment Management | $115,606 |
BKD, LLP3 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 | $8,428 |
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 | $101,309 | $77,899+30.1% | $149,673-32.3% | $75,163+34.8% |
| Participation rate | 83.1% | 65.6%+17.6pp | 78.8%+4.4pp | 67.2%+16.0pp |
| Annual return | 8.96% | 31.72%-22.8pp | 134.42%-125.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $2,583 | $3,137-17.7% | $4,818-46.4% | $2,670-3.3% |
| Participant deferral / active EE | $5,190 | $3,411+52.2% | $5,680-8.6% | $4,125+25.8% |
| Admin fee / account holder | $1,220 | $5,956-79.5% | $13,210-90.8% | $5,651-78.4% |