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 4-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 |
|---|---|---|
ISAACKS & ASSOCIATES1 year Service code 21 · EIN 76-0624733 | Bank Trustee | $87,600 |
Service code 13 · EIN 13-4238973 | Contract Administrator | $58,653 |
WITHUMSMITH+BROWN, PC1 year Filed as: SCHATZ BROWN GLASSMAN Service code 29 · EIN 45-2990175 | Legal | $51,012 |
VISION POINT CAPITAL1 year Service code 34 · EIN 26-0781974 | Valuation (appraisals, etc.) | $44,827 |
Filed as: BERMAN HOPKINS Service code 27 · EIN 59-1152714 | Advisory (Plan) | $41,875 |
Filed as: HUSELTON MORGAN & MAULTS Service code 10 · EIN 75-2409112 | Accounting | $24,038 |
Filed as: SBNG, PC Service code 10 · EIN 26-1483953 | Accounting | $18,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,228 | $76,670-59.3% | $96,683-67.7% | $71,457-56.3% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.1pp | 67.9%+31.5pp |
| Annual return | 18.25% | 48.29%-30.0pp | 35.69%-17.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,815 | $3,031-7.1% | $3,737-24.7% | $2,588+8.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,603 | $2,028-21.0% | $6,730-76.2% | $1,587+1.0% |