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 |
|---|---|---|
RETIREMENT ADVISORS, LLC4+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $42,636 |
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 | $89,247 | $79,523+12.2% | $140,016-36.3% | $56,287+58.6% |
| Participation rate | 96.3% | 85.7%+10.6pp | 87.5%+8.8pp | 69.9%+26.5pp |
| Annual return | -4.58% | 2.39%-7.0pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,975 | $3,350-11.2% | $5,606-46.9% | $2,111+40.9% |
| Participant deferral / active EE | $5,709 | $5,129+11.3% | $6,927-17.6% | $3,350+70.4% |
| Admin fee / account holder | $408 | $614-33.6% | $10,705-96.2% | $521-21.8% |