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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 | Recordkeeping fees; Investment manage... | $14,250 |
Filed as: CITIGROUP GLOBAL MARKETS, INC. Service code 16 | Consulting | $9,445 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,392 | $60,165-67.8% | $74,183-73.9% | $55,167-64.8% |
| Participation rate | 77.3% | 74.2%+3.2pp | 76.6%+0.7pp | 69.0%+8.4pp |
| Annual return | 13.27% | 10.00%+3.3pp | 17.74%-4.5pp | 169.23%-156.0pp |
| Employer contribution / active EE | $808 | $1,600-49.5% | $2,370-65.9% | $1,963-58.8% |
| Participant deferral / active EE | $1,274 | $2,973-57.1% | $3,550-64.1% | $3,054-58.3% |
| Admin fee / account holder | $78 | $419-81.4% | $5,586-98.6% | $504-84.5% |