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 |
|---|---|---|
OPEROSE ADVISORS, LLC3 years Service code 99 · EIN 81-4958026 | Other Fees | $41,004 |
Service code 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN, NY 11010 | Other Services | $12,047 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,463 | $91,372-13.0% | $129,995-38.9% | $74,419+6.8% |
| Participation rate | 84.5% | 77.8%+6.7pp | 78.5%+6.0pp | 70.7%+13.8pp |
| Annual return | 18.10% | 23.21%-5.1pp | -137.18%+155.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,298 | $2,563+28.6% | $4,320-23.7% | $2,637+25.0% |
| Participant deferral / active EE | $5,545 | $4,721+17.5% | $5,820-4.7% | $4,528+22.5% |
| Admin fee / account holder | $308 | $283+8.7% | $10,614-97.1% | $348-11.4% |