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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $192,216 |
LITTLER MENDELSON, P.C.2+ years Service code 29 P.O. BOX 45547 · SAN FRANCISCO, CA 941450547 | Legal | $148,108 |
HOLTHOUSE CARLIN & VAN TRIGT LLP2+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGT, LLP Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 911991404 | Accounting | $64,540 |
TD AMERITRADE, INC.2+ years Service code 33 200 S. 108TH AVE. · OMAHA, NE 68154 | Securities brokerage | $23,403 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $8,670 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,692 | $92,813-20.6% | $108,745-32.2% | $65,292+12.9% |
| Participation rate | 62.1% | 84.5%-22.4pp | 77.7%-15.6pp | 72.4%-10.3pp |
| Annual return | 10.67% | 14.67%-4.0pp | 46.22%-35.6pp | 11.84%-1.2pp |
| Employer contribution / active EE | $674 | $3,016-77.7% | $3,323-79.7% | $2,302-70.7% |
| Participant deferral / active EE | $2,786 | $5,191-46.3% | $5,121-45.6% | $3,579-22.2% |
| Admin fee / account holder | $66 | $56+16.7% | $6,144-98.9% | $57+14.2% |