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 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDA, CA 902455670 | Other Commissions | $12,635 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,664 |
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 | $29,823 | $42,546-29.9% | $71,796-58.5% | $55,167-45.9% |
| Participation rate | 80.0% | 59.1%+20.9pp | 69.1%+10.9pp | 69.0%+11.0pp |
| Annual return | 9.02% | 12.36%-3.3pp | 78.04%-69.0pp | 169.23%-160.2pp |
| Employer contribution / active EE | $300 | $803-62.6% | $1,924-84.4% | $1,963-84.7% |
| Participant deferral / active EE | $1,585 | $2,064-23.2% | $2,794-43.3% | $3,054-48.1% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.2% |