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 |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $45,473 |
INDEPENDENT RETIREMENT ADVISORS1+ years Filed as: INDEPENDENT RETIREMENT ADVISORS LLC Service code 27 646 N. FRENCH RD. SUITE 6 · GETZVILLE, NY 14228 | Advisory (Plan) | $0 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,884,252 | $44,229+4160.2% | $155,790+1109.5% | $55,191+3314.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 76.1%-76.1pp | 69.2%-69.2pp |
| Annual return | 0.09% | 0.37%-0.3pp | 71.54%-71.5pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,284 | $1,317-2.6% | $3,836-66.5% | $1,899-32.4% |
| Participant deferral / active EE | $5,291 | $2,851+85.6% | $4,797+10.3% | $3,046+73.7% |
| Admin fee / account holder | $3,498 | $86+3958.2% | $7,478-53.2% | $91+3753.3% |