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 | $24,486 |
Filed as: MASSMUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $418 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $39,079 | $52,293-25.3% | $178,490-78.1% | $73,409-46.8% |
| Participation rate | 78.0% | 65.3%+12.6pp | 81.9%-4.0pp | 72.2%+5.8pp |
| Annual return | 13.56% | 34.75%-21.2pp | 151.07%-137.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,376 | $1,735-20.7% | $5,011-72.5% | $2,234-38.4% |
| Participant deferral / active EE | $3,001 | $2,332+28.7% | $5,202-42.3% | $3,805-21.1% |
| Admin fee / account holder | $51 | $127-59.9% | $13,984-99.6% | $158-67.6% |