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 |
|---|---|---|
BEDERSON LLP1 year Service code 10 · EIN 22-2978848 | Accounting | $35,000 |
CLEARSTEAD ADVISORS, LLC2 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $8,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,689 | $104,974-49.8% | $95,585-44.9% | $142,382-63.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.1%-72.1pp | 80.1%-80.1pp |
| Annual return | 11.43% | 210.33%-198.9pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $445 | $2,779-84.0% | $2,527-82.4% | $4,299-89.7% |
| Participant deferral / active EE | $760 | $4,352-82.5% | $4,023-81.1% | $6,507-88.3% |
| Admin fee / account holder | $50,131 | $6,386+685.0% | $6,127+718.2% | $12,624+297.1% |