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 |
|---|---|---|
GLOBAL FINANCIAL PARTNERS LLC2 years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,369 |
RSM US LLP6+ years Service code 10 · EIN 42-0714326 | Accounting | $22,151 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,540 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 15 · EIN 23-3044062 | Recordkeeping | $2,325 |
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 | $172,989 | $99,957+73.1% | $149,696+15.6% | $73,488+135.4% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.3pp | 70.7%+14.0pp |
| Annual return | 12.05% | 53.87%-41.8pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,091 | $3,191-65.8% | $4,644-76.5% | $2,270-52.0% |
| Participant deferral / active EE | $7,228 | $6,073+19.0% | $6,842+5.6% | $3,740+93.3% |
| Admin fee / account holder | $21 | $551-96.2% | $9,309-99.8% | $513-95.9% |