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 9-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 |
|---|---|---|
GBQ CONSULTING1 year Filed as: GBQ CONSULTING, LLC Service code 34 · EIN 20-2122189 230 WEST STREET, SUITE 700 · COLUMBUS, OH 43215 | Valuation (appraisals, etc.) | $26,898 |
Filed as: MILLS, POTOCZAK AND CO. Service code 24 · EIN 34-1664751 27600 CHAGRIN BLVD. #200 · CLEVELAND, OH 44122 | Discretionary Trustee | $14,014 |
STEVENS & LEE1 year Filed as: STEVENS & LEE P.C. Service code 17 · EIN 23-1886296 111 N SIXTH ST., PO BOX 679 · READING, PA 196030679 | Pension Consulting | $11,423 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 64 · EIN 37-0899315 456 FULTON STREET, STE 345 · PEORIA, IL 61602 | Recordkeeping Fees | $6,420 |
Service code 17 · EIN 37-1242916 416 MAIN STREET, STE 1125 · PEORIA, IL 61602 | Pension Consulting | $5,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,856 | $54,762-83.8% | $90,281-90.2% | $72,985-87.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 80.13% | 30.63%+49.5pp | 78.10%+2.0pp | 81.00%-0.9pp |
| Employer contribution / active EE | $2,272 | $2,092+8.6% | $2,854-20.4% | $2,440-6.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $546 | $3,972-86.3% | $5,351-89.8% | $5,124-89.3% |