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, LLC7+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $53,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,045 | $121,341+27.8% | $189,513-18.2% | $79,386+95.3% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.8%+9.5pp | 70.7%+26.6pp |
| Annual return | 16.10% | 21.08%-5.0pp | 555.15%-539.1pp | 116.85%-100.8pp |
| Employer contribution / active EE | $3,853 | $3,915-1.6% | $6,162-37.5% | $2,427+58.7% |
| Participant deferral / active EE | $7,611 | $6,395+19.0% | $8,221-7.4% | $4,046+88.1% |
| Admin fee / account holder | $306 | $651-53.0% | $12,045-97.5% | $626-51.2% |