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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $236,412 |
Service code 10 · EIN 68-0299780 | Accounting | $91,058 |
RVK, INC.8 years Filed as: RV KUHNS AND ASSOCIATES Service code 27 600 UNIVERSITY AVE STE 1725 · SEATTLE, WA 98101 | Advisory (Plan) | $90,026 |
Filed as: SOLXSYS Service code 15 5600 NEW KING DR · TROY, MI 48098 | Recordkeeping | $36,729 |
LANTAN AND ASSOCIATES2 years Service code 10 · EIN 92-3971331 | Accounting | $30,000 |
Filed as: NEYHART, ANDERSON ET AL Service code 29 · EIN 94-2576729 | Legal | $12,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,235 | $241,101+27.4% | $103,333+197.3% | $199,593+53.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.81% | 17.80%-6.0pp | 24.88%-13.1pp | 34.25%-22.4pp |
| Employer contribution / active EE | $13,443 | $4,244+216.7% | $3,868+247.6% | $3,034+343.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $385 | $288+33.7% | $8,355-95.4% | $269+43.1% |