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.10+ years Service code 28 · EIN 72-0921343 | Investment Management | $128,503 |
BKD, LLP4 years Filed as: LAPORTE CPAS Service code 10 · EIN 72-1088864 | Accounting | $17,000 |
MARTIN, MARTIN, RANDALL & ASSOCIATE10+ years Filed as: MARTIN,MARTIN,RANDALL & ASSC. INC. Service code 15 · EIN 64-0765749 | Recordkeeping | $7,440 |
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 | $130,439 | $81,248+60.5% | $155,509-16.1% | $80,856+61.3% |
| Participation rate | 84.2% | 66.2%+18.0pp | 78.2%+6.0pp | 67.6%+16.6pp |
| Annual return | 21.37% | 33.31%-11.9pp | 64.67%-43.3pp | 35.59%-14.2pp |
| Employer contribution / active EE | $2,737 | $3,100-11.7% | $4,672-41.4% | $2,755-0.7% |
| Participant deferral / active EE | $5,287 | $3,452+53.2% | $5,626-6.0% | $4,296+23.1% |
| Admin fee / account holder | $1,416 | $7,997-82.3% | $15,912-91.1% | $6,918-79.5% |