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 |
|---|---|---|
LAUREATE WEALTH MANAGEMENT1+ years Service code 27 393 ANTHONY STREET · GLEN ELLYN, IL 60137 | Advisory (Plan) | $24,272 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Claims processing; Sub-transfer agenc... | $4,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,669 | $82,032-6.5% | $123,104-37.7% | $59,632+28.6% |
| Participation rate | 95.8% | 83.2%+12.6pp | 86.8%+9.0pp | 68.7%+27.1pp |
| Annual return | -1.58% | 5.12%-6.7pp | 13.22%-14.8pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $3,437 | $3,297+4.2% | $5,151-33.3% | $2,203+56.0% |
| Participant deferral / active EE | $3,332 | $4,667-28.6% | $6,230-46.5% | $3,192+4.4% |
| Admin fee / account holder | $501 | $5,881-91.5% | $9,015-94.4% | $4,297-88.3% |