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 13 · EIN 42-0127290 | Contract Administrator | $44,388 |
RETIREMENT FUND MGMT5 years Filed as: RETIREMENT FUND MANAGEMENT, LLC Service code 27 · EIN 58-2223362 | Advisory (Plan) | $30,895 |
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 | $111,925 | $79,171+41.4% | $102,423+9.3% | $74,495+50.2% |
| Participation rate | 87.6% | 74.8%+12.8pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 14.04% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,729 | $2,362+15.5% | $3,023-9.7% | $2,623+4.0% |
| Participant deferral / active EE | $4,207 | $4,415-4.7% | $5,053-16.7% | $4,346-3.2% |
| Admin fee / account holder | $386 | $2,001-80.7% | $9,451-95.9% | $1,942-80.1% |