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 |
|---|---|---|
BSI10+ years Service code 13 · EIN 95-4396363 | Contract Administrator | $38,049 |
THOMAS, HEAD & GREISEN PC5 years Service code 10 · EIN 92-0043874 | Accounting | $28,505 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL L.L.P Service code 34 · EIN 75-0786316 520 SW 6TH AVENUE, SUITE 820 · PORTLAND, OR 97204 | Valuation (appraisals, etc.) | $27,300 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY SERVICES, INC. Service code 21 · EIN 14-1886375 | Bank Trustee | $11,721 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,252 | $54,558+45.3% | $76,002+4.3% | $74,546+6.3% |
| Participation rate | 97.3% | 60.3%+37.0pp | 69.1%+28.2pp | 67.2%+30.1pp |
| Annual return | 14.02% | 31.83%-17.8pp | 360.07%-346.0pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $4,091 | $1,778+130.1% | $2,688+52.2% | $2,624+55.9% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $528 | $2,232-76.3% | $6,414-91.8% | $1,944-72.8% |