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 |
|---|---|---|
REHMANN ROBSON2 years Service code 50 · EIN 38-3635706 | Direct Payment | $13,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $36,078 | $78,419-54.0% | $133,956-73.1% | $73,409-50.9% |
| Participation rate | 84.1% | 78.6%+5.5pp | 79.8%+4.2pp | 72.2%+11.9pp |
| Annual return | 8.65% | 33.35%-24.7pp | 45.09%-36.4pp | 59.29%-50.6pp |
| Employer contribution / active EE | $979 | $2,044-52.1% | $3,919-75.0% | $2,234-56.2% |
| Participant deferral / active EE | $2,266 | $3,925-42.3% | $5,048-55.1% | $3,805-40.5% |
| Admin fee / account holder | $39 | $161-76.0% | $8,927-99.6% | $158-75.5% |