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 9-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 |
|---|---|---|
DLA PIPER1 year Filed as: DLA PIPER LLP US Service code 29 6225 SMITH AVE · BALTIMORE, MD 21209 | Legal | $15,281 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,027 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,340 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $388 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,375 | $107,378-44.7% | $108,579-45.3% | $57,658+3.0% |
| Participation rate | 41.0% | 77.1%-36.1pp | 79.6%-38.5pp | 70.2%-29.2pp |
| Annual return | 5.31% | 12.80%-7.5pp | -51.70%+57.0pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,678 | $1,782-5.8% | $3,758-55.4% | $1,974-15.0% |
| Participant deferral / active EE | $2,590 | $3,221-19.6% | $4,311-39.9% | $3,061-15.4% |
| Admin fee / account holder | $21 | $108-81.0% | $7,645-99.7% | $95-78.2% |