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 9-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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST, INC. Service code 10 · EIN 20-1171923 | Accounting | $18,765 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $9,158 |
WADE STABLES P.C.1 year Service code 10 · EIN 43-1498457 | Accounting | $7,525 |
Filed as: FUTURE PLAN CONSULTING-FORT WAYNE Service code 13 · EIN 11-3665754 | Contract Administrator | $5,948 |
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $4,125 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $2,766 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $1,565 |
QUALIFIED PLANS, LLC6+ years Filed as: QUALIFIED PLANS LLC Service code 15 · EIN 58-2605083 | Recordkeeping | $1,565 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
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 | $73,957 | $60,776+21.7% | $85,682-13.7% | $79,386-6.8% |
| Participation rate | 91.6% | 62.1%+29.5pp | 69.9%+21.7pp | 70.7%+20.9pp |
| Annual return | 25.66% | 16.57%+9.1pp | 21.49%+4.2pp | 116.85%-91.2pp |
| Employer contribution / active EE | $1,072 | $1,663-35.5% | $2,618-59.0% | $2,427-55.8% |
| Participant deferral / active EE | $2,497 | $2,919-14.5% | $3,923-36.4% | $4,046-38.3% |
| Admin fee / account holder | $144 | $438-67.3% | $6,873-97.9% | $626-77.1% |