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 |
|---|---|---|
FIDUCIARY ADMINISTRATORS2 years Service code 13 · EIN 81-2053326 | Contract Administrator | $4,295 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 13 · EIN 62-1200951 | Contract Administrator | $1,588 |
Service code 26 · EIN 59-2937883 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $67,873 | $63,745+6.5% | $98,442-31.1% | $79,386-14.5% |
| Participation rate | 73.5% | 69.9%+3.7pp | 73.3%+0.2pp | 70.7%+2.8pp |
| Annual return | 17.32% | 625.80%-608.5pp | 1492.73%-1475.4pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,835 | $2,557-28.3% | $2,960-38.0% | $2,427-24.4% |
| Participant deferral / active EE | $2,746 | $3,303-16.9% | $4,276-35.8% | $4,046-32.1% |
| Admin fee / account holder | $305 | $516-40.9% | $5,949-94.9% | $626-51.4% |