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 15 · EIN 31-1360674 | Recordkeeping | $10,547 |
THOMAS BEAL2 years Filed as: THOMAS JUDY & TUCKER PA Service code 10 · EIN 56-1965804 | Accounting | $10,100 |
OJM GROUP, LLC1 year Service code 26 · EIN 26-1258028 | Advisory (Participants) | $7,366 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,614 | $50,637-63.2% | $86,590-78.5% | $62,292-70.1% |
| Participation rate | 73.3% | 67.9%+5.4pp | 73.5%-0.3pp | 69.5%+3.8pp |
| Annual return | 16.07% | 20.80%-4.7pp | 964.84%-948.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,003 | $2,075-51.7% | $2,839-64.7% | $2,042-50.9% |
| Participant deferral / active EE | $1,955 | $2,611-25.1% | $3,609-45.8% | $3,169-38.3% |
| Admin fee / account holder | $304 | $413-26.5% | $4,906-93.8% | $479-36.6% |