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 13 · EIN 42-0127290 | Contract Administrator | $103,661 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO Service code 27 · EIN 13-5657518 | Advisory (Plan) | $63,694 |
PENSION PLAN SPECIALISTS, PC3 years Service code 13 · EIN 91-1889112 | Contract Administrator | $24,130 |
LSL CPAS2 years Service code 10 · EIN 95-2700123 | Accounting | $15,000 |
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 | $212,529 | $99,957+112.6% | $149,696+42.0% | $73,488+189.2% |
| Participation rate | 92.9% | 75.7%+17.2pp | 82.5%+10.4pp | 70.7%+22.2pp |
| Annual return | 16.79% | 53.87%-37.1pp | 276.60%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $6,298 | $3,191+97.4% | $4,644+35.6% | $2,270+177.4% |
| Participant deferral / active EE | $12,596 | $6,073+107.4% | $6,842+84.1% | $3,740+236.8% |
| Admin fee / account holder | $565 | $551+2.6% | $9,309-93.9% | $513+10.1% |