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 |
|---|---|---|
401(K) ADVISORS INC3+ years Filed as: A.M.I.C. ADVISORS Service code 50 11313 DISTINCTIVE DRIVE · ORLAND PARK, IL 60467 | Direct Payment | $27,286 |
ASCENSUS LLC3+ years Filed as: ASCENSUS, INC. Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $10,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $11,216 | $48,064-76.7% | $78,778-85.8% | $69,631-83.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 11.59% | 21.81%-10.2pp | 35.62%-24.0pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $306 | $2,079-85.3% | $2,958-89.6% | $3,224-90.5% |
| Admin fee / account holder | $77 | $152-49.5% | $5,134-98.5% | $110-30.5% |