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 MANAGEMENT2+ years Service code 27 393 ANTHONY STREET · GLEN ELLYN, IL 60137 | Advisory (Plan) | $25,178 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Sub-transfer agency fe... | $10,505 |
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.
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 | $64,652 | $74,089-12.7% | $133,980-51.7% | $55,167+17.2% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.1%+4.3pp | 69.0%+22.4pp |
| Annual return | 5.13% | 12.11%-7.0pp | 29.30%-24.2pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,888 | $3,064-38.4% | $5,211-63.8% | $1,963-3.8% |
| Participant deferral / active EE | $3,360 | $4,678-28.2% | $6,282-46.5% | $3,054+10.0% |
| Admin fee / account holder | $355 | $458-22.5% | $9,324-96.2% | $504-29.6% |