Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $95,453+92.3% | $112,040+63.8% | $82,448+122.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 13.93% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,511 | $2,318+94.6% | $2,954+52.7% | $2,551+76.9% |
| Participant deferral / active EE | $8,497 | $4,224+101.2% | $5,098+66.7% | $4,139+105.3% |
| Admin fee / account holder | $8,374 | $9,013-7.1% | $12,098-30.8% | $7,234+15.8% |