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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,726 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $40,000 |
FGMK, LLC1 year Filed as: FGMK LLC Service code 10 · EIN 36-2929601 | Accounting | $15,000 |
Filed as: NASIF HICKS HARRIS & CO LLP. Service code 10 · EIN 77-0181453 | Accounting | $12,922 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $10,227 |
OMEGA FINANCIAL GROUP1 year Filed as: OMEGA FINANCIAL GROUP LLC Service code 49 · EIN 61-1606475 | Other Services | $5,154 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
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 | $657,107 | $119,446+450.1% | $150,045+337.9% | $85,563+668.0% |
| Participation rate | 91.6% | 75.4%+16.1pp | 82.3%+9.3pp | 66.0%+25.6pp |
| Annual return | 16.59% | 23.72%-7.1pp | 62.55%-46.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $33,488 | $4,078+721.2% | $4,693+613.6% | $2,654+1162.0% |
| Participant deferral / active EE | $6,415 | $7,985-19.7% | $7,997-19.8% | $4,375+46.6% |
| Admin fee / account holder | $511 | $548-6.7% | $13,435-96.2% | $834-38.8% |