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 |
|---|---|---|
PINNACLE WEALTH ADVISORS5 years Service code 99 · EIN 93-1133012 | Other Fees | $23,675 |
FREEDOM FIDUCIARIES LLC1 year Filed as: FREEDOM FIDUCIARIES, LLC Service code 99 · EIN 92-0920071 | Other Fees | $23,496 |
INDEPENDENT RETIREMENT1 year Service code 49 · EIN 90-0451904 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Other Services | $23,107 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $72,516 | $101,317-28.4% | $146,958-50.7% | $74,495-2.7% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.2%+16.5pp | 67.2%+31.4pp |
| Annual return | 16.48% | 8730.91%-8714.4pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,071 | $3,810+33.1% | $4,933+2.8% | $2,623+93.3% |
| Participant deferral / active EE | $10,773 | $7,303+47.5% | $8,070+33.5% | $4,346+147.9% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |