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 7-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 13-3689044 | Recordkeeping | $84,810 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX ADVISORY SERVICES INC Service code 27 · EIN 75-2176682 | Advisory (Plan) | $66,214 |
EISNERAMPER LLP1 year Filed as: EISENAMPER LLP ATTN ACCOUNTS PAYABL Service code 10 · EIN 87-1363769 | Accounting | $11,500 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC DE Service code 15 · EIN 72-1450587 | Recordkeeping | $10,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,473 | $53,136-14.4% | $155,509-70.8% | $199,593-77.2% |
| Participation rate | 40.5% | 64.1%-23.6pp | 78.2%-37.7pp | 72.0%-31.5pp |
| Annual return | 16.12% | 41.15%-25.0pp | 64.67%-48.5pp | 34.25%-18.1pp |
| Employer contribution / active EE | $1,334 | $1,851-27.9% | $4,672-71.4% | $3,034-56.0% |
| Participant deferral / active EE | $2,392 | $3,161-24.3% | $5,626-57.5% | $5,087-53.0% |
| Admin fee / account holder | $362 | $185+95.4% | $15,912-97.7% | $269+34.8% |