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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,855 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $88,578 |
HUMPHREY & ASSOCIATES1 year Service code 10 · EIN 74-1907160 | Accounting | $10,800 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $7,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,582 | $78,275+17.0% | $109,143-16.1% | $86,799+5.5% |
| Participation rate | 96.9% | 73.8%+23.0pp | 75.9%+21.0pp | 72.3%+24.6pp |
| Annual return | 27.39% | 19.14%+8.2pp | 25.75%+1.6pp | 97.91%-70.5pp |
| Employer contribution / active EE | $582 | $3,105-81.2% | $3,722-84.4% | $2,405-75.8% |
| Participant deferral / active EE | $5,823 | $3,641+59.9% | $4,653+25.1% | $4,131+41.0% |
| Admin fee / account holder | $377 | $198+89.8% | $6,752-94.4% | $170+122.1% |