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, LLC9+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $49,373 |
JULY BUSINESS SERVICES1 year Service code 13 · EIN 74-2715820 | Contract Administrator | $24,820 |
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 | $159,785 | $130,194+22.7% | $169,993-6.0% | $71,457+123.6% |
| Participation rate | 98.7% | 86.1%+12.5pp | 87.0%+11.7pp | 67.9%+30.8pp |
| Annual return | 17.26% | 20.37%-3.1pp | 53.37%-36.1pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,053 | $4,381-7.5% | $6,785-40.3% | $2,588+56.6% |
| Participant deferral / active EE | $7,573 | $6,923+9.4% | $10,408-27.2% | $4,289+76.6% |
| Admin fee / account holder | $391 | $966-59.5% | $12,815-96.9% | $1,587-75.4% |