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 9-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 |
|---|---|---|
FUND DIRECT ADVISORS4 years Service code 27 · EIN 27-3584365 | Advisory (Plan) | $7,079 |
Service code 15 · EIN 20-4006400 | Recordkeeping | $4,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,285 | $110,809-62.7% | $86,874-52.5% | $167,490-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.94% | 116.98%-108.0pp | 63.52%-54.6pp | 478.56%-469.6pp |
| Employer contribution / active EE | $6,353 | $3,244+95.8% | $2,495+154.6% | $4,837+31.3% |
| Participant deferral / active EE | $38,675 | $4,546+750.8% | $3,699+945.5% | $6,341+509.9% |
| Admin fee / account holder | $435 | $8,415-94.8% | $5,828-92.5% | $12,309-96.5% |