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 |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 | Accounting | $35,000 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 | Advisory (Plan) | $17,015 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 | Contract Administrator | $7,154 |
Filed as: PUTNAM INVESTMENTS Service code 64 | Recordkeeping Fees | $5,062 |
LPL FINANCIAL3 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 99 | Other Fees | $5,029 |
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 | $62,125 | $65,376-5.0% | $87,100-28.7% | $65,185-4.7% |
| Participation rate | 97.3% | 75.3%+21.9pp | 76.9%+20.4pp | 70.2%+27.1pp |
| Annual return | 19.25% | 31.27%-12.0pp | 28.19%-8.9pp | 29.38%-10.1pp |
| Employer contribution / active EE | $954 | $1,822-47.7% | $2,521-62.2% | $2,177-56.2% |
| Participant deferral / active EE | $5,567 | $3,388+64.3% | $4,049+37.5% | $3,514+58.4% |
| Admin fee / account holder | $444 | $520-14.6% | $7,497-94.1% | $847-47.6% |