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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,293 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $29,379 |
ROBERTSON & ROBERTSON, PLLC4 years Filed as: ROBERTSON & ROBERTSON Service code 10 · EIN 26-1631123 | Accounting | $12,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,827 | $101,499+6.2% | $147,005-26.7% | $74,546+44.6% |
| Participation rate | 83.4% | 75.5%+7.9pp | 82.2%+1.3pp | 67.2%+16.2pp |
| Annual return | 16.00% | 8732.34%-8716.3pp | 418.76%-402.8pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $4,430 | $3,811+16.2% | $4,934-10.2% | $2,624+68.8% |
| Participant deferral / active EE | $9,052 | $7,304+23.9% | $8,070+12.2% | $4,347+108.2% |
| Admin fee / account holder | $442 | $1,748-74.7% | $13,006-96.6% | $1,944-77.3% |