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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $73,648 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $65,087 |
EMPLOYEE BENEFITS GROUP, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $25,000 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,807 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $7,667 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,962 | $48,166-23.3% | $96,562-61.7% | $93,030-60.3% |
| Participation rate | 85.8% | 65.1%+20.7pp | 69.8%+16.0pp | 73.9%+11.9pp |
| Annual return | 16.40% | 21.31%-4.9pp | 37.78%-21.4pp | 158.70%-142.3pp |
| Employer contribution / active EE | $519 | $1,070-51.5% | $2,356-78.0% | $2,706-80.8% |
| Participant deferral / active EE | $2,678 | $2,576+4.0% | $3,849-30.4% | $4,562-41.3% |
| Admin fee / account holder | $129 | $110+16.9% | $6,181-97.9% | $152-15.0% |