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 52 · EIN 04-1590850 | Indirect Investment Fees | $14,516 |
ALGER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 33-0457728 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 56-2294396 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,153 | $64,909-53.5% | $82,313-63.4% | $62,292-51.6% |
| Participation rate | 82.5% | 74.9%+7.7pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 12.65% | 21.18%-8.5pp | 25.88%-13.2pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,509 | $1,676-10.0% | $2,428-37.9% | $2,042-26.1% |
| Participant deferral / active EE | $2,280 | $3,103-26.5% | $3,706-38.5% | $3,169-28.0% |
| Admin fee / account holder | $122 | $440-72.3% | $5,608-97.8% | $479-74.6% |