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 |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES, INC. Service code 27 340 MADISON AVE FL 9 · NEW YORK, NY 100223267 | Advisory (Plan) | $37,603 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $25,072 |
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 | $137,803 | $48,230+185.7% | $67,502+104.1% | $80,856+70.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.78% | 18.28%-4.5pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,392 | $2,020+68.0% | $2,731+24.2% | $2,755+23.1% |
| Participant deferral / active EE | $10,577 | $2,924+261.8% | $4,000+164.4% | $4,296+146.2% |
| Admin fee / account holder | $482 | $3,681-86.9% | $3,998-87.9% | $6,918-93.0% |