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 |
|---|---|---|
Service code 16 · EIN 27-1175487 | Consulting | $29,251 |
Filed as: RIVERPOINT Service code 15 · EIN 31-1471846 | Recordkeeping | $25,247 |
BAHL & GAYNOR2+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $22,949 |
Filed as: CLARK SCHAEFFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $21,500 |
HORAN SECURITIES INC2+ years Filed as: HORAN SECURITIES Service code 10 · EIN 31-1448612 | Accounting | $19,500 |
ARGI INVESTMENT SERVICES LLC2+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $12,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,535 |
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 | $158,185 | $85,635+84.7% | $123,892+27.7% | $63,975+147.3% |
| Participation rate | 93.8% | 74.9%+18.9pp | 81.4%+12.4pp | 71.1%+22.7pp |
| Annual return | 7.84% | 15.74%-7.9pp | 47.52%-39.7pp | 48.65%-40.8pp |
| Employer contribution / active EE | $8,507 | $3,076+176.5% | $4,617+84.3% | $2,182+289.9% |
| Participant deferral / active EE | $5,903 | $5,667+4.2% | $5,984-1.4% | $3,356+75.9% |
| Admin fee / account holder | $234 | $75+212.5% | $8,357-97.2% | $70+232.4% |