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 48-1205033 | Recordkeeping | $27,247 |
INFINEX INVESTMENTS INC4 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 289 N MAIN ST. · BARRE, VT 056414108 | Advisory (Plan) | $11,164 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 55 COMMUNITY DRIVE, SUITE 401 · BURLINGTON, VT 05403 | Accounting | $10,766 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,590 | $72,554-17.9% | $138,135-56.9% | $73,488-18.9% |
| Participation rate | 78.9% | 74.8%+4.1pp | 78.7%+0.2pp | 70.7%+8.3pp |
| Annual return | 18.85% | 17.50%+1.4pp | 20.51%-1.7pp | 28.51%-9.7pp |
| Employer contribution / active EE | $333 | $3,511-90.5% | $5,587-94.0% | $2,270-85.3% |
| Participant deferral / active EE | $2,193 | $4,908-55.3% | $6,431-65.9% | $3,740-41.3% |
| Admin fee / account holder | $342 | $464-26.5% | $11,856-97.1% | $513-33.4% |