See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT ADVISORS, LLC11+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $59,487 |
JULY BUSINESS SERVICES3 years Service code 13 · EIN 74-2715820 | Contract Administrator | $41,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,877 | $132,049+70.3% | $200,582+12.1% | $74,304+202.6% |
| Participation rate | 98.5% | 84.1%+14.5pp | 86.9%+11.7pp | 60.3%+38.2pp |
| Annual return | 13.71% | 22.22%-8.5pp | 42.33%-28.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,897 | $4,558-14.5% | $6,419-39.3% | $2,241+73.9% |
| Participant deferral / active EE | $8,314 | $7,213+15.3% | $9,331-10.9% | $3,767+120.7% |
| Admin fee / account holder | $430 | $2,405-82.1% | $16,305-97.4% | $2,969-85.5% |