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 |
|---|---|---|
REVOLUTION PARTNERS1 year Service code 27 · EIN 04-6324113 | Advisory (Plan) | $47,988 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,064 |
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 | $54,608 | $73,102-25.3% | $123,544-55.8% | $56,287-3.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 82.3%-7.3pp | 69.9%+5.1pp |
| Annual return | 3.16% | 3.01%+0.2pp | 119.20%-116.0pp | -9.96%+13.1pp |
| Employer contribution / active EE | $1,616 | $2,977-45.7% | $4,628-65.1% | $2,111-23.5% |
| Participant deferral / active EE | $4,948 | $5,423-8.7% | $6,426-23.0% | $3,350+47.7% |
| Admin fee / account holder | $347 | $554-37.3% | $9,284-96.3% | $521-33.4% |