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 | Investment management; Finders' fees ... | $171,532 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 16 · EIN 93-0987232 | Consulting | $109,733 |
RSM US LLP7+ years Service code 10 · EIN 42-0714325 | Accounting | $24,150 |
MID ATLANTIC CAPITAL CORPORATION7+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,651 | $39,973+106.8% | $79,550+3.9% | $77,904+6.1% |
| Participation rate | 60.0% | 64.6%-4.6pp | 69.5%-9.5pp | 73.7%-13.7pp |
| Annual return | -15.45% | 3.42%-18.9pp | 0.16%-15.6pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,143 | $1,088+5.1% | $2,413-52.6% | $2,848-59.9% |
| Participant deferral / active EE | $1,783 | $2,774-35.7% | $3,985-55.3% | $4,806-62.9% |
| Admin fee / account holder | $149 | $113+32.2% | $6,832-97.8% | $133+12.6% |