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 |
|---|---|---|
6903 ROCKLEDGE DRIVE1 year Service code 27 · EIN 46-4255096 | Advisory (Plan) | $20,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $17,969 | $155,795-88.5% | $136,294-86.8% | $69,631-74.2% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 70.7%+15.2pp |
| Annual return | 35.83% | 232464.33%-232428.5pp | 5155.94%-5120.1pp | 27571.02%-27535.2pp |
| Employer contribution / active EE | $1,335 | $2,991-55.4% | $4,695-71.6% | $2,032-34.3% |
| Participant deferral / active EE | $4,918 | $5,394-8.8% | $6,247-21.3% | $3,224+52.6% |
| Admin fee / account holder | $71 | $128-44.4% | $9,243-99.2% | $110-35.4% |