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 |
|---|---|---|
AMERICAN FUNDS1 year Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 06-1194217 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
Service code 49 · EIN 04-1590850 | Other Services | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST1 year Service code 52 · EIN 82-4435820 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,752 | $47,648-29.2% | $130,648-74.2% | $67,579-50.1% |
| Participation rate | 99.4% | 60.4%+38.9pp | 71.7%+27.6pp | 71.3%+28.1pp |
| Annual return | 26.85% | 25.73%+1.1pp | 1708.96%-1682.1pp | 378.56%-351.7pp |
| Employer contribution / active EE | $7 | $1,408-99.5% | $4,092-99.8% | $2,148-99.7% |
| Participant deferral / active EE | $5,780 | $2,616+120.9% | $3,603+60.4% | $3,539+63.3% |
| Admin fee / account holder | $176 | $105+67.3% | $5,464-96.8% | $142+23.5% |