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 |
|---|---|---|
ADVISORNET FINANCIAL1 year Filed as: ADVISORNET FINANCIAL INC Service code 27 · EIN 41-1378662 | Advisory (Plan) | $53,687 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,254 | $91,190+283.0% | $178,490+95.7% | $79,858+337.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.41% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $8,804 | $3,256+170.4% | $5,011+75.7% | $2,471+256.3% |
| Participant deferral / active EE | $7,866 | $3,236+143.1% | $5,202+51.2% | $3,740+110.3% |
| Admin fee / account holder | $465 | $6,751-93.1% | $13,984-96.7% | $5,306-91.2% |