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, LLC10+ years Service code 27 · EIN 30-0490764 | Advisory (Plan) | $54,494 |
JULY BUSINESS SERVICES2 years Service code 13 · EIN 74-2715820 | Contract Administrator | $28,207 |
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 | $165,538 | $122,239+35.4% | $184,203-10.1% | $74,495+122.2% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.7pp | 67.2%+32.3pp |
| Annual return | 17.51% | 19.95%-2.4pp | 28.81%-11.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $4,171 | $4,537-8.1% | $6,427-35.1% | $2,623+59.0% |
| Participant deferral / active EE | $8,492 | $7,139+19.0% | $9,131-7.0% | $4,346+95.4% |
| Admin fee / account holder | $409 | $1,260-67.5% | $13,901-97.1% | $1,942-78.9% |