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 |
|---|---|---|
FOX ROTHSCHILD LLP3+ years Service code 99 · EIN 23-1404723 | Other Fees | $20,600 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $19,380 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $249,131 | $80,753+208.5% | $136,294+82.8% | $62,292+299.9% |
| Participation rate | 99.1% | 73.5%+25.5pp | 81.9%+17.2pp | 69.5%+29.6pp |
| Annual return | 17.48% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.4pp |
| Employer contribution / active EE | $10,454 | $2,884+262.5% | $4,695+122.7% | $2,042+411.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $592 | $525+12.7% | $9,243-93.6% | $479+23.5% |