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, LLC6+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $46,957 |
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 | $132,035 | $136,307-3.1% | $177,821-25.7% | $73,488+79.7% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.6pp | 70.7%+26.6pp |
| Annual return | 12.96% | 18.68%-5.7pp | 48.32%-35.4pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,486 | $3,712-6.1% | $5,918-41.1% | $2,270+53.6% |
| Participant deferral / active EE | $7,133 | $5,829+22.4% | $7,714-7.5% | $3,740+90.7% |
| Admin fee / account holder | $364 | $596-38.9% | $12,427-97.1% | $513-29.1% |