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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $17,265 |
TAG RESOURCES, LLC1 year Service code 27 · EIN 62-1874769 | Advisory (Plan) | $15,469 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,490 |
Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $7,726 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,309 | $56,485-76.4% | $185,823-92.8% | $86,799-84.7% |
| Participation rate | 63.7% | 65.5%-1.8pp | 81.7%-18.0pp | 72.3%-8.6pp |
| Annual return | 22.92% | 118.04%-95.1pp | 122.05%-99.1pp | 97.91%-75.0pp |
| Employer contribution / active EE | $51 | $1,843-97.2% | $5,167-99.0% | $2,405-97.9% |
| Participant deferral / active EE | $1,320 | $2,553-48.3% | $5,568-76.3% | $4,131-68.0% |
| Admin fee / account holder | $80 | $150-46.3% | $16,237-99.5% | $170-52.6% |