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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TEN CAPITAL INVESTMENT ADVISORS LLC7 years Service code 27 · EIN 42-4091726 | Advisory (Plan) | $33,324 |
RANDALL & HURLEY, INC.6 years Service code 12 · EIN 91-1661080 | Claims processing; Participant commun... | $2,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $102,317-35.8% | $146,958-55.3% | $80,856-18.8% |
| Participation rate | 95.2% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 15.88% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,524 | $3,713-5.1% | $4,933-28.6% | $2,755+27.9% |
| Participant deferral / active EE | $6,161 | $6,644-7.3% | $8,070-23.7% | $4,296+43.4% |
| Admin fee / account holder | $362 | $7,941-95.4% | $12,998-97.2% | $6,918-94.8% |