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 06-1050034 | Contract Administrator | $337,278 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $152,981 |
Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,113 | $60,396+165.1% | $83,848+91.0% | $75,289+112.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.44% | 3.84%-8.3pp | 850.88%-855.3pp | -0.04%-4.4pp |
| Employer contribution / active EE | $11,991 | $3,343+258.7% | $3,631+230.3% | $2,405+398.6% |
| Participant deferral / active EE | $1,853 | $2,922-36.6% | $4,082-54.6% | $3,739-50.4% |
| Admin fee / account holder | $372 | $141+163.3% | $5,478-93.2% | $102+263.5% |