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 4-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 64 · EIN 71-0294708 | Recordkeeping Fees | $102,946 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK CPA Service code 99 · EIN 45-4051133 | Other Fees | $12,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,755 |
PHILLIPS LYTLE LLP2 years Service code 99 · EIN 16-0505790 | Other Fees | $7,280 |
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 | $151,005 | $55,415+172.5% | $155,509-2.9% | $74,495+102.7% |
| Participation rate | 97.0% | 61.9%+35.1pp | 78.2%+18.8pp | 67.2%+29.8pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,665 | $2,267+105.8% | $4,672-0.1% | $2,623+77.9% |
| Participant deferral / active EE | $4,454 | $2,836+57.1% | $5,626-20.8% | $4,346+2.5% |
| Admin fee / account holder | $587 | $1,738-66.2% | $15,912-96.3% | $1,942-69.8% |