See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $169,631 |
BENCHMARK WEALTH MANAGEMENT2 years Service code 27 · EIN 64-0963896 | Advisory (Plan) | $42,269 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,620 | $105,247-85.2% | $87,100-82.1% | $77,787-79.9% |
| Participation rate | 97.6% | 85.8%+11.8pp | 76.9%+20.8pp | 73.2%+24.4pp |
| Annual return | 27.90% | 24.52%+3.4pp | 28.19%-0.3pp | 32.57%-4.7pp |
| Employer contribution / active EE | $1,202 | $2,895-58.5% | $2,521-52.3% | $2,504-52.0% |
| Participant deferral / active EE | $2,665 | $5,060-47.3% | $4,049-34.2% | $3,967-32.8% |
| Admin fee / account holder | $102 | $104-2.3% | $7,497-98.6% | $100+2.0% |