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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS CO., INC. Service code 99 · EIN 39-1894140 | Other Fees | $15,025 |
Filed as: FARTHER FINANCE ADVISORS, LLC Service code 99 · EIN 83-4348882 | Other Fees | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,446 | $42,353+12.0% | $79,550-40.4% | $64,808-26.8% |
| Participation rate | 82.4% | 64.8%+17.6pp | 69.5%+12.9pp | 71.5%+10.9pp |
| Annual return | -18.21% | -12.24%-6.0pp | 0.16%-18.4pp | 32.82%-51.0pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,157 | $3,170+31.1% | $3,985+4.3% | $4,310-3.6% |
| Admin fee / account holder | $43 | $160-72.8% | $6,832-99.4% | $188-76.9% |