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 |
|---|---|---|
Filed as: RETIREMENT PLAN ADVISOR SEARCH Service code 70 · EIN 81-2594242 | Consulting Fees | $15,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,329 |
Service code 10 · EIN 56-0571159 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,954 |
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 | $106,210 | $70,908+49.8% | $98,907+7.4% | $73,488+44.5% |
| Participation rate | 86.5% | 73.8%+12.7pp | 76.0%+10.5pp | 70.7%+15.8pp |
| Annual return | 19.56% | 34.17%-14.6pp | 196.43%-176.9pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,186 | $2,036-41.7% | $2,689-55.9% | $2,270-47.7% |
| Participant deferral / active EE | $3,567 | $3,500+1.9% | $4,244-16.0% | $3,740-4.6% |
| Admin fee / account holder | $325 | $535-39.2% | $6,642-95.1% | $513-36.6% |