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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 37 101 PARK AVENUE FLOOR 12 · NEW YORK, NY 10178 | Loan Processing | $10,970 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,012 |
Filed as: CETERA ADVISOR NETWORKS Service code 26 · EIN 23-7399839 | Advisory (Participants) | $8,873 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $7,765 |
ASCENSUS LLC1 year Service code 14 · EIN 11-3665754 | Plan Administrator | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,152 | $46,292-73.7% | $143,757-91.5% | $64,808-81.2% |
| Participation rate | 90.3% | 64.2%+26.1pp | 80.3%+10.0pp | 71.5%+18.9pp |
| Annual return | -15.62% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $822 | $1,910-57.0% | $4,951-83.4% | $2,506-67.2% |
| Participant deferral / active EE | $1,332 | $2,646-49.7% | $5,637-76.4% | $4,310-69.1% |
| Admin fee / account holder | $36 | $154-76.5% | $14,673-99.8% | $188-80.7% |