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 |
|---|---|---|
CORPORATE BENEFIT SYSTEMS3 years Service code 15 · EIN 22-3954919 23 CORPORATE PLAZA DR SUITE 150 · NEWPORT BEACH, CA 92660 | Recordkeeping | $40,000 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 64 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TX 79701 | Recordkeeping Fees | $22,437 |
EXPAND FINANCIAL3 years Service code 51 · EIN 27-1124147 630 LEXINGTON AVENUE · MANSFIELD, OH 44907 | Investment Mgmt Fees | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,553 | $95,803+91.6% | $113,168+62.2% | $84,808+116.4% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,511 | $2,360+91.2% | $2,975+51.6% | $2,631+71.5% |
| Participant deferral / active EE | $8,497 | $4,242+100.3% | $5,107+66.4% | $4,212+101.7% |
| Admin fee / account holder | $8,374 | $8,989-6.8% | $12,068-30.6% | $7,344+14.0% |