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 |
|---|---|---|
CK FINANCIAL LLC1 year Filed as: M3 FINANCIAL Service code 55 828 JOHN NOLEN DRIVE · MADISON, WI 53713 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $12,633 | $31,388-59.8% | $73,545-82.8% | $62,292-79.7% |
| Participation rate | 59.2% | 39.9%+19.4pp | 54.9%+4.3pp | 69.5%-10.3pp |
| Annual return | 23.10% | 25.34%-2.2pp | -15.16%+38.3pp | 28.90%-5.8pp |
| Employer contribution / active EE | $760 | $498+52.6% | $1,219-37.7% | $2,042-62.8% |
| Participant deferral / active EE | $1,070 | $1,028+4.0% | $1,806-40.8% | $3,169-66.2% |
| Admin fee / account holder | $18 | $299-94.0% | $2,320-99.2% | $479-96.2% |