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 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $27,708 |
BKD, LLP2 years Filed as: LAPORTE, APAC Service code 10 · EIN 72-1018864 | Accounting | $12,500 |
BRINKER CAPITAL3 years Service code 28 · EIN 23-2829742 | Investment Management | $12,095 |
Service code 16 13343 W MAIN ST · LAROSE, LA 70373 | Consulting | $8,878 |
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 | $32,618 | $55,636-41.4% | $81,983-60.2% | $73,488-55.6% |
| Participation rate | 94.2% | 62.3%+31.9pp | 69.2%+25.0pp | 70.7%+23.5pp |
| Annual return | 12.49% | 19.07%-6.6pp | 41.31%-28.8pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,247 | $1,625+38.3% | $2,498-10.1% | $2,270-1.0% |
| Participant deferral / active EE | $4,607 | $2,762+66.8% | $3,722+23.8% | $3,740+23.2% |
| Admin fee / account holder | $302 | $493-38.6% | $5,664-94.7% | $513-41.1% |