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 15 · EIN 13-3689044 | Recordkeeping | $50,599 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES, INC Service code 22 | Insurance Broker | $23,349 |
SANCTUARY SECURITIES INC1 year Service code 22 · EIN 36-2957364 | Insurance Broker | $5,313 |
WELLS THOMAS, LLC2 years Service code 15 · EIN 26-0228640 | Recordkeeping | $1,775 |
Filed as: SNOWDEN INSURANCE SERVICES LLC Service code 22 · EIN 46-3766777 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,946 | $55,472+110.8% | $155,567-24.8% | $74,546+56.9% |
| Participation rate | 84.0% | 61.9%+22.1pp | 78.2%+5.8pp | 67.2%+16.8pp |
| Annual return | 9.58% | 268.72%-259.1pp | 64.74%-55.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $7,420 | $2,269+227.1% | $4,674+58.8% | $2,624+182.7% |
| Participant deferral / active EE | $7,112 | $2,838+150.6% | $5,628+26.4% | $4,347+63.6% |
| Admin fee / account holder | $361 | $1,743-79.3% | $15,916-97.7% | $1,944-81.4% |