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 |
|---|---|---|
ADVISORY SERVICES & INVESTMENTS3+ years Filed as: ADVISORY SERVICES & INVESTMENTS LLP Service code 26 · EIN 91-1238515 | Advisory (Participants) | $16,660 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $10,700 |
TRAUTMANN MAHER & ASSOCIATES3+ years Filed as: TRAUTMANN MAHER & ASSOC INC Service code 15 · EIN 91-1526584 | Recordkeeping | $9,916 |
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 | $103,316 | $100,041+3.3% | $149,718-31.0% | $70,131+47.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.05% | 27.43%-13.4pp | 1501.63%-1487.6pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,028 | $3,662-17.3% | $5,445-44.4% | $2,342+29.3% |
| Participant deferral / active EE | $9,955 | $4,983+99.8% | $6,569+51.5% | $3,332+198.8% |
| Admin fee / account holder | $368 | $8,286-95.6% | $11,283-96.7% | $4,645-92.1% |