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 | $97,280 |
MARIETTA WEALTH MANAGEMENT7 years Service code 27 · EIN 47-5329166 | Advisory (Plan) | $46,281 |
Service code 27 | Advisory (Plan) | $21,163 |
Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 | Contract Administrator | $19,938 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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 | $183,644 | $96,484+90.3% | $156,263+17.5% | $74,304+147.2% |
| Participation rate | 83.4% | 67.7%+15.8pp | 78.9%+4.5pp | 60.3%+23.1pp |
| Annual return | 18.05% | 17.73%+0.3pp | 59.47%-41.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $10,620 | $2,528+320.0% | $4,333+145.1% | $2,241+373.8% |
| Participant deferral / active EE | $14,564 | $4,286+239.8% | $6,158+136.5% | $3,767+286.6% |
| Admin fee / account holder | $540 | $3,728-85.5% | $14,255-96.2% | $2,969-81.8% |