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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS9 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $1,268 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $426 |
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 | $13,555 | $55,415-75.5% | $155,509-91.3% | $74,495-81.8% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 31.64% | 268.50%-236.9pp | 64.67%-33.0pp | 1364.94%-1333.3pp |
| Employer contribution / active EE | $1,771 | $2,267-21.9% | $4,672-62.1% | $2,623-32.5% |
| Participant deferral / active EE | $4,437 | $2,836+56.4% | $5,626-21.1% | $4,346+2.1% |
| Admin fee / account holder | $79 | $1,738-95.4% | $15,912-99.5% | $1,942-95.9% |