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 |
|---|---|---|
ARISTA WEALTH MANAGEMENT2 years Filed as: ARISTA WEALTH MANAGEMENT, LLC Service code 27 8876 SPANISH RIDGE AVE STE 202 · LAS VEGAS, NV 89148 | Advisory (Plan) | $63,343 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $28,141 |
WITHUMSMITH+BROWN, PC5 years Filed as: BROWN, GRAHAM & COMPANY, P.C. Service code 10 P.O. BOX 20210 · AMARILLO, TX 791142210 | Accounting | $0 |
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 | $89,748 | $55,415+62.0% | $155,509-42.3% | $74,495+20.5% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 17.82% | 268.50%-250.7pp | 64.67%-46.8pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,450 | $2,267-36.0% | $4,672-69.0% | $2,623-44.7% |
| Participant deferral / active EE | $4,139 | $2,836+45.9% | $5,626-26.4% | $4,346-4.8% |
| Admin fee / account holder | $511 | $1,738-70.6% | $15,912-96.8% | $1,942-73.7% |