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 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $17,227 |
Filed as: JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO Service code 99 32899 VAN DYKE · WARREN, MI 48093 | Other Fees | $7,726 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,934 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,610 | $49,138+11.1% | $84,015-35.0% | $65,185-16.2% |
| Participation rate | 58.4% | 60.7%-2.3pp | 69.0%-10.6pp | 70.2%-11.8pp |
| Annual return | 17.82% | 23.00%-5.2pp | 71.31%-53.5pp | 29.38%-11.6pp |
| Employer contribution / active EE | $885 | $914-3.1% | $1,983-55.4% | $2,177-59.3% |
| Participant deferral / active EE | $3,030 | $2,397+26.4% | $3,239-6.4% | $3,514-13.8% |
| Admin fee / account holder | $67 | $543-87.7% | $6,101-98.9% | $847-92.1% |