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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $200,844 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 16 · EIN 59-3331424 | Consulting | $51,950 |
WARNER FINANCIAL, INC.4+ years Filed as: WARNER FINANCIAL Service code 16 · EIN 20-2676231 | Consulting | $51,888 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $21,692 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,121 | $65,118+13.8% | $76,768-3.4% | $55,725+33.0% |
| Participation rate | 81.8% | 79.6%+2.1pp | 77.0%+4.8pp | 70.9%+10.9pp |
| Annual return | -5.14% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,124 | $1,941+60.9% | $2,485+25.7% | $2,078+50.3% |
| Participant deferral / active EE | $6,818 | $3,688+84.9% | $3,852+77.0% | $3,356+103.2% |
| Admin fee / account holder | $479 | $116+313.0% | $6,675-92.8% | $115+315.5% |