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 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $21,672 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $371 |
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 | $24,181 | $37,196-35.0% | $154,107-84.3% | $55,725-56.6% |
| Participation rate | 96.0% | 64.1%+32.0pp | 83.0%+13.0pp | 70.9%+25.2pp |
| Annual return | -4.78% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,110 | $1,614-31.3% | $5,298-79.1% | $2,078-46.6% |
| Participant deferral / active EE | $2,705 | $2,068+30.8% | $5,081-46.8% | $3,356-19.4% |
| Admin fee / account holder | $5 | $102-94.9% | $13,411-100.0% | $115-95.5% |