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 |
|---|---|---|
WITHUMSMITH+BROWN, PC3+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $27,950 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $12,091 |
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $9,187 |
SHERMAN & HOWARD3+ years Filed as: SHERMAN & HOWARD, LLC Service code 29 · EIN 84-0420314 | Legal | $8,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,504 | $73,102-39.1% | $123,544-64.0% | $56,287-20.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 4.84% | 3.01%+1.8pp | 119.20%-114.4pp | -9.96%+14.8pp |
| Employer contribution / active EE | $5,127 | $2,977+72.2% | $4,628+10.8% | $2,111+142.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $364 | $554-34.3% | $9,284-96.1% | $521-30.1% |