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, LLC5+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $44,248 |
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 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 | $106,601 | $98,982+7.7% | $162,163-34.3% | $65,185+63.5% |
| Participation rate | 97.0% | 85.8%+11.2pp | 87.6%+9.4pp | 70.2%+26.8pp |
| Annual return | 18.01% | 24.84%-6.8pp | 115.59%-97.6pp | 29.38%-11.4pp |
| Employer contribution / active EE | $3,049 | $3,467-12.1% | $5,614-45.7% | $2,177+40.1% |
| Participant deferral / active EE | $6,169 | $5,384+14.6% | $7,298-15.5% | $3,514+75.6% |
| Admin fee / account holder | $365 | $596-38.8% | $10,843-96.6% | $847-56.9% |