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: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $12,501 |
GALLEROS KOH LLP1 year Filed as: GALLEROS-KOH ACCOUNTS Service code 10 · EIN 27-3263553 | Accounting | $7,750 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 14 · EIN 33-0785439 | Plan Administrator | $4,580 |
Filed as: FIDELITY INVESTMENTS INST. OPRT. Service code 37 · EIN 04-2647783 | Loan Processing | $846 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,758 | $51,620+68.1% | $90,281-3.9% | $65,185+33.1% |
| Participation rate | 35.6% | 68.6%-33.1pp | 73.3%-37.7pp | 70.2%-34.6pp |
| Annual return | 20.81% | 24.94%-4.1pp | 78.10%-57.3pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,814 | $2,871-2.0% | $3,885-27.6% | $3,514-19.9% |
| Admin fee / account holder | $307 | $384-20.1% | $5,351-94.3% | $847-63.7% |