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 | $104,204 |
Filed as: B. RILEY WEALTH ADVISORS, INC. Service code 27 · EIN 91-1648671 | Advisory (Plan) | $33,853 |
ROBERTSON & ROBERTSON PL1 year Service code 10 · EIN 26-1631123 | Accounting | $13,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,098 | $100,923+31.9% | $150,045-11.3% | $74,304+79.1% |
| Participation rate | 85.8% | 70.1%+15.7pp | 82.3%+3.5pp | 60.3%+25.4pp |
| Annual return | 18.22% | 51.77%-33.5pp | 62.55%-44.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $4,668 | $3,463+34.8% | $4,693-0.5% | $2,241+108.3% |
| Participant deferral / active EE | $10,528 | $6,709+56.9% | $7,997+31.7% | $3,767+179.5% |
| Admin fee / account holder | $472 | $2,767-82.9% | $13,435-96.5% | $2,969-84.1% |