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 |
|---|---|---|
ARGI INVESTMENT SERVICES LLC2 years Service code 16 · EIN 27-1003080 | Consulting | $21,162 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,829 |
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 | $68,822 | $46,722+47.3% | $130,648-47.3% | $65,185+5.6% |
| Participation rate | 85.6% | 60.9%+24.6pp | 71.7%+13.8pp | 70.2%+15.4pp |
| Annual return | 22.23% | 24.17%-1.9pp | 1708.96%-1686.7pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,742 | $1,488+17.1% | $4,092-57.4% | $2,177-20.0% |
| Participant deferral / active EE | $2,870 | $2,545+12.8% | $3,603-20.3% | $3,514-18.3% |
| Admin fee / account holder | $380 | $453-16.1% | $5,464-93.0% | $847-55.2% |