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 |
|---|---|---|
ANCORA ADVISORS2 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $49,255 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $8,721 |
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 | $171,747 | $76,367+124.9% | $93,606+83.5% | $72,985+135.3% |
| Participation rate | 72.8% | 71.7%+1.1pp | 75.8%-3.0pp | 69.5%+3.3pp |
| Annual return | 23.14% | 25.82%-2.7pp | 32.76%-9.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,826 | $3,538+64.7% | $4,069+43.2% | $3,607+61.5% |
| Admin fee / account holder | $707 | $6,838-89.7% | $7,888-91.0% | $5,124-86.2% |