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 ADVISORS3 years Filed as: ANCORA GROUP, INC. Service code 27 · EIN 27-1506603 | Advisory (Plan) | $55,247 |
Filed as: FLEXIBLE BENEFIT SYSTEMS, INC. Service code 15 · EIN 34-1722481 | Recordkeeping | $12,687 |
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 | $246,367 | $81,208+203.4% | $98,907+149.1% | $79,858+208.5% |
| Participation rate | 83.8% | 72.5%+11.3pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 34.43% | 60.99%-26.6pp | 196.43%-162.0pp | 31.71%+2.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,147 | $3,265+118.9% | $4,244+68.4% | $3,740+91.1% |
| Admin fee / account holder | $871 | $6,013-85.5% | $6,642-86.9% | $5,306-83.6% |