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 | Direct payment from the plan; Claims ... | $21,311 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $17,130 |
Filed as: ROLAND CRISS INVESTMENT RESEARCH LL Service code 27 · EIN 46-1595115 | Advisory (Plan) | $14,375 |
Filed as: ROLAND CRISS & WILLIAMS INC. Service code 27 · EIN 75-2866255 | Advisory (Plan) | $9,450 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,205 | $95,542+60.4% | $69,455+120.6% | $67,579+126.7% |
| Participation rate | 31.0% | 79.4%-48.3pp | 74.6%-43.6pp | 71.3%-40.3pp |
| Annual return | 20.05% | 17.67%+2.4pp | 28.97%-8.9pp | 378.56%-358.5pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,990 | $3,263-8.4% | $3,535-15.4% | $3,539-15.5% |
| Admin fee / account holder | $516 | $90+474.0% | $3,839-86.6% | $142+262.4% |