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 |
|---|---|---|
INVESTOR RESOURCES, INC.1+ years Service code 26 · EIN 91-1488146 | Advisory (Participants) | $32,252 |
Service code 15 · EIN 91-1035498 | Recordkeeping | $20,948 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,619 | $75,183-20.7% | $123,892-51.9% | $55,167+8.1% |
| Participation rate | 77.6% | 72.8%+4.8pp | 81.4%-3.8pp | 69.0%+8.6pp |
| Annual return | -0.36% | 19.01%-19.4pp | 47.52%-47.9pp | 169.23%-169.6pp |
| Employer contribution / active EE | $4,433 | $2,823+57.0% | $4,617-4.0% | $1,963+125.9% |
| Participant deferral / active EE | $5,144 | $5,084+1.2% | $5,984-14.0% | $3,054+68.4% |
| Admin fee / account holder | $486 | $663-26.7% | $8,357-94.2% | $504-3.6% |