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 |
|---|---|---|
BERGER ASSET MANAGEMENT INC3+ years Service code 21 · EIN 77-0408038 | Bank Trustee | $37,022 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,000 |
PRIEST AMISTADI3+ years Filed as: PRIEST AMISTADI CPA'S Service code 10 · EIN 94-2507389 | Accounting | $14,000 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,383 | $89,248-33.5% | $136,007-56.3% | $74,495-20.3% |
| Participation rate | 64.9% | 69.4%-4.5pp | 76.5%-11.6pp | 67.2%-2.3pp |
| Annual return | 16.36% | 22.76%-6.4pp | 579.32%-563.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,325 | $2,838-18.1% | $4,217-44.9% | $2,623-11.3% |
| Participant deferral / active EE | $4,499 | $4,598-2.1% | $7,025-36.0% | $4,346+3.5% |
| Admin fee / account holder | $324 | $1,545-79.0% | $6,858-95.3% | $1,942-83.3% |