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 26 · EIN 71-0294708 | Advisory (Participants) | $20,966 |
WINDHAM BRANNON1 year Service code 99 · EIN 58-1763439 | Other Fees | $10,451 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,625 |
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 | $42,161 | $56,443-25.3% | $83,848-49.7% | $55,725-24.3% |
| Participation rate | 91.2% | 72.0%+19.2pp | 76.1%+15.1pp | 70.9%+20.4pp |
| Annual return | -5.10% | 393.67%-398.8pp | 850.88%-856.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,295 | $2,682-14.4% | $3,631-36.8% | $2,078+10.4% |
| Participant deferral / active EE | $6,149 | $2,965+107.4% | $4,082+50.7% | $3,356+83.3% |
| Admin fee / account holder | $19 | $156-87.5% | $5,478-99.6% | $115-83.1% |