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 |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $784,186 |
BENESYS, INC.6+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $218,250 |
LEONARD CARDER, LLP6+ years Service code 29 · EIN 94-2819269 | Legal | $88,580 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $42,548 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $37,500 |
Service code 49 · EIN 94-6411032 | Other Services | $11,158 |
STEPHEN HORN INSURANCE SERVICES6+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,632 | $81,719+86.8% | $101,248+50.7% | $90,288+69.1% |
| Participation rate | 97.8% | 80.7%+17.1pp | 75.8%+22.0pp | 73.4%+24.5pp |
| Annual return | 7.11% | 337.64%-330.5pp | 46.47%-39.4pp | 53.97%-46.9pp |
| Employer contribution / active EE | $7,947 | $3,622+119.4% | $3,660+117.2% | $2,524+214.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $406 | $162+150.8% | $5,945-93.2% | $114+256.0% |