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 · EIN 04-2647786 OPERATIONS COMPANY, INC. · KANSAS CITY, MO 64121 | Advisory (Plan) | $14,464 |
QBI, LLC1 year Service code 14 · EIN 26-2768667 | Plan Administrator | $825 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $703 |
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 | $23,478 | $73,102-67.9% | $123,544-81.0% | $56,287-58.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -12.11% | 3.01%-15.1pp | 119.20%-131.3pp | -9.96%-2.2pp |
| Employer contribution / active EE | $882 | $2,977-70.4% | $4,628-81.0% | $2,111-58.2% |
| Participant deferral / active EE | $5,458 | $5,423+0.7% | $6,426-15.1% | $3,350+62.9% |
| Admin fee / account holder | $134 | $554-75.9% | $9,284-98.6% | $521-74.4% |