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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,660 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 58702 | Recordkeeping Fees | $0 |
Participant contribution per participant 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 | $31,491 | $52,293-39.8% | $178,490-82.4% | $73,409-57.1% |
| Participation rate | 75.0% | 65.3%+9.7pp | 81.9%-6.9pp | 72.2%+2.8pp |
| Annual return | 13.68% | 34.75%-21.1pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,225 | $1,735-29.4% | $5,011-75.5% | $2,234-45.1% |
| Participant deferral / active EE | $755 | $2,332-67.6% | $5,202-85.5% | $3,805-80.2% |
| Admin fee / account holder | $7 | $127-94.3% | $13,984-99.9% | $158-95.4% |