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 15 · EIN 91-1035498 | Recordkeeping | $29,837 |
INVESTOR RESOURCES, INC.2+ years Service code 26 · EIN 91-1488146 | Advisory (Participants) | $26,908 |
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 | $65,113 | $80,753-19.4% | $136,294-52.2% | $62,292+4.5% |
| Participation rate | 83.3% | 73.5%+9.8pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 17.23% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $4,794 | $2,884+66.3% | $4,695+2.1% | $2,042+134.8% |
| Participant deferral / active EE | $5,441 | $5,164+5.4% | $6,247-12.9% | $3,169+71.7% |
| Admin fee / account holder | $371 | $525-29.4% | $9,243-96.0% | $479-22.6% |