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 12 · EIN 13-3689044 | Account maintenance fees; Sales loads... | $135,193 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $79,896 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $18,375 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,565 | $40,113+95.9% | $84,015-6.5% | $77,787+1.0% |
| Participation rate | 56.0% | 62.8%-6.8pp | 69.0%-13.0pp | 73.2%-17.2pp |
| Annual return | 10.15% | 23.27%-13.1pp | 71.31%-61.2pp | 32.57%-22.4pp |
| Employer contribution / active EE | $926 | $847+9.3% | $1,983-53.3% | $2,504-63.0% |
| Participant deferral / active EE | $1,436 | $2,030-29.3% | $3,239-55.7% | $3,967-63.8% |
| Admin fee / account holder | $107 | $92+16.5% | $6,101-98.3% | $100+6.6% |