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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT5 years Filed as: RYAN & COSCIA PC Service code 10 256 ESSEX ST · SALEM, MA 01970 | Accounting | $13,770 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,697 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,102 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $712 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 55 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Other Commissions | $0 |
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 | $41,128 | $60,776-32.3% | $85,682-52.0% | $79,386-48.2% |
| Participation rate | 91.6% | 62.1%+29.5pp | 69.9%+21.7pp | 70.7%+20.9pp |
| Annual return | 14.25% | 16.57%-2.3pp | 21.49%-7.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $935 | $1,663-43.8% | $2,618-64.3% | $2,427-61.5% |
| Participant deferral / active EE | $2,253 | $2,919-22.8% | $3,923-42.6% | $4,046-44.3% |
| Admin fee / account holder | $205 | $438-53.2% | $6,873-97.0% | $626-67.3% |