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 27 ONE HUNDRED NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $26,250 |
MERCER5+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $10,466 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,243 |
SMARTDOLLAR1 year Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $8,160 |
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 | $100,252 | $96,403+4.0% | $93,606+7.1% | $77,787+28.9% |
| Participation rate | 80.7% | 87.6%-6.9pp | 75.8%+4.9pp | 73.2%+7.5pp |
| Annual return | 22.96% | 39.36%-16.4pp | 32.76%-9.8pp | 32.57%-9.6pp |
| Employer contribution / active EE | $3,347 | $3,616-7.4% | $2,718+23.1% | $2,504+33.6% |
| Participant deferral / active EE | $10,362 | $5,341+94.0% | $4,069+154.7% | $3,967+161.2% |
| Admin fee / account holder | $42 | $90-53.3% | $7,888-99.5% | $100-58.2% |